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
2051
$84K ﹤0.01%
14,166
-28
2052
$83K ﹤0.01%
13,598
-1,346
2053
$78K ﹤0.01%
72
2054
$72K ﹤0.01%
17,981
-758
2055
$72K ﹤0.01%
5,667
+417
2056
$71K ﹤0.01%
13,691
-10,855
2057
$71K ﹤0.01%
+11,209
2058
$70K ﹤0.01%
17,965
+4,175
2059
$69K ﹤0.01%
16,382
+5,829
2060
$69K ﹤0.01%
10,224
-1,857
2061
$68K ﹤0.01%
10,474
-1,492
2062
$67K ﹤0.01%
2,312
-131
2063
$67K ﹤0.01%
2,279
+173
2064
$65K ﹤0.01%
15,342
-2,375
2065
– –
0
2066
$65K ﹤0.01%
4,420
-926
2067
$64K ﹤0.01%
14,601
+1,310
2068
$63K ﹤0.01%
15,979
-2,506
2069
$63K ﹤0.01%
13,100
-2,900
2070
$62K ﹤0.01%
2,387
-6
2071
$61K ﹤0.01%
7
-6
2072
$60K ﹤0.01%
10,000
2073
$60K ﹤0.01%
10,375
+42
2074
$59K ﹤0.01%
55,407
+36,694
2075
$57K ﹤0.01%
3,389
-707
81 82
83
84 85