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
2076
$57K ﹤0.01%
2,009
2077
$55K ﹤0.01%
25,125
+89
2078
$55K ﹤0.01%
3,893
-33
2079
$53K ﹤0.01%
+10,400
2080
$52K ﹤0.01%
11,102
2081
$52K ﹤0.01%
+10,777
2082
$50K ﹤0.01%
+10,887
2083
$48K ﹤0.01%
+20,707
2084
$47K ﹤0.01%
983
2085
$47K ﹤0.01%
20,000
+9,600
2086
$47K ﹤0.01%
12,445
2087
$45K ﹤0.01%
11,638
+350
2088
$44K ﹤0.01%
1,100
2089
$43K ﹤0.01%
18,381
-497
2090
$41K ﹤0.01%
10,372
-10,992
2091
$41K ﹤0.01%
10,139
-133
2092
$39K ﹤0.01%
1,063
+199
2093
$38K ﹤0.01%
12,004
+301
2094
$38K ﹤0.01%
22,634
+12,168
2095
$37K ﹤0.01%
2,775
2096
$37K ﹤0.01%
4,609
2097
$36K ﹤0.01%
+229
2098
$34K ﹤0.01%
19,431
-507
2099
$32K ﹤0.01%
59,882
-6,542
2100
$28K ﹤0.01%
11,901
-2,876
82 83
84
85 86