Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.47B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,316
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$38.6M
3
+$29.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$25.3M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$24.5M

Top Sells

1
+$23.2M
2
+$19.9M
3
+$18.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$16.3M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.5M

Sector Composition

1 Technology 5.55%
2 Financials 4.7%
3 Healthcare 4.16%
4 Industrials 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$164K ﹤0.01%
12,483
+2
2052
$164K ﹤0.01%
13,045
+1,181
2053
$162K ﹤0.01%
13,902
+772
2054
$161K ﹤0.01%
20,284
-156,927
2055
$161K ﹤0.01%
15,357
+113
2056
$160K ﹤0.01%
2,670
-228
2057
$159K ﹤0.01%
21,694
+6,137
2058
$159K ﹤0.01%
17,419
-933
2059
$158K ﹤0.01%
15,789
-789
2060
$154K ﹤0.01%
17,072
+67
2061
$151K ﹤0.01%
31,560
-17,432
2062
$150K ﹤0.01%
13,943
+329
2063
$147K ﹤0.01%
10,402
-512
2064
$147K ﹤0.01%
19,748
+79
2065
$147K ﹤0.01%
325
-10
2066
$146K ﹤0.01%
13,355
-135
2067
$146K ﹤0.01%
2,238
-50
2068
$144K ﹤0.01%
10,800
2069
$143K ﹤0.01%
16,325
2070
$142K ﹤0.01%
36,886
-4,890
2071
$137K ﹤0.01%
11,601
-1,966
2072
$136K ﹤0.01%
10,106
-793
2073
$136K ﹤0.01%
12,593
+577
2074
$133K ﹤0.01%
2,415
-10,022
2075
$131K ﹤0.01%
49,041
+1,263
81 82
83
84 85