Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.04B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,374
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$49.9M
3
+$34.7M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$19M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$16.9M

Top Sells

1
+$30.3M
2
+$29.8M
3
+$22.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$20.8M

Sector Composition

1 Technology 5.77%
2 Financials 4.93%
3 Healthcare 4.61%
4 Consumer Discretionary 3.54%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$157K ﹤0.01%
26,569
+390
1977
$156K ﹤0.01%
30,402
+4
1978
$156K ﹤0.01%
18,257
+911
1979
$154K ﹤0.01%
11,840
-855
1980
$152K ﹤0.01%
115,760
1981
$151K ﹤0.01%
+10,464
1982
$150K ﹤0.01%
16,322
-306
1983
$150K ﹤0.01%
11,188
-4,800
1984
$149K ﹤0.01%
22,995
-2,400
1985
$148K ﹤0.01%
2,951
-360
1986
$148K ﹤0.01%
11,695
-14,023
1987
$145K ﹤0.01%
2,990
-825
1988
$145K ﹤0.01%
11,173
-2,322
1989
$141K ﹤0.01%
12,468
-4,206
1990
$141K ﹤0.01%
20,895
-1,064
1991
$140K ﹤0.01%
11,617
+1,292
1992
$140K ﹤0.01%
12,151
-2,567
1993
$139K ﹤0.01%
3
1994
$137K ﹤0.01%
10,718
-982
1995
$137K ﹤0.01%
+23,907
1996
$136K ﹤0.01%
20,731
+3,590
1997
$136K ﹤0.01%
+12,515
1998
$136K ﹤0.01%
+12,500
1999
$134K ﹤0.01%
15,230
-14,000
2000
$132K ﹤0.01%
18,000
+5,500
78 79
80
81 82