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
2001
$132K ﹤0.01%
12,840
+316
2002
$130K ﹤0.01%
35,189
-73,892
2003
$130K ﹤0.01%
35,386
-1,500
2004
$129K ﹤0.01%
12,952
-1,791
2005
$128K ﹤0.01%
+10,589
2006
$127K ﹤0.01%
12,380
2007
$123K ﹤0.01%
14,880
+507
2008
$123K ﹤0.01%
12,503
+331
2009
$122K ﹤0.01%
14,359
-2,181
2010
$121K ﹤0.01%
16,345
-290
2011
$120K ﹤0.01%
12,155
-4,752
2012
$117K ﹤0.01%
+10,105
2013
$116K ﹤0.01%
12,267
+4
2014
$116K ﹤0.01%
15,675
-550
2015
$116K ﹤0.01%
4,345
-612
2016
$116K ﹤0.01%
16,631
+1,750
2017
$116K ﹤0.01%
+10,560
2018
$115K ﹤0.01%
11,625
-566
2019
$113K ﹤0.01%
+11,085
2020
$113K ﹤0.01%
27,529
-1,376
2021
$112K ﹤0.01%
22,000
+3,000
2022
$111K ﹤0.01%
23,655
-11,593
2023
$110K ﹤0.01%
11,737
-2,981
2024
$109K ﹤0.01%
+18,550
2025
$109K ﹤0.01%
11,721
-300
79 80
81
82 83