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
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$29.4M
3
+$25.1M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$25.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.4M

Top Sells

1
+$28.9M
2
+$22.7M
3
+$21.2M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$20.9M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$15.9M

Sector Composition

1 Technology 6.59%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$159K ﹤0.01%
12,483
2102
$159K ﹤0.01%
2,106
+919
2103
$158K ﹤0.01%
+16,540
2104
$158K ﹤0.01%
12,097
-2,135
2105
$157K ﹤0.01%
22,363
+669
2106
$157K ﹤0.01%
13,522
+2,977
2107
$155K ﹤0.01%
17,141
+69
2108
$155K ﹤0.01%
24,403
-4,201
2109
$155K ﹤0.01%
13,985
+42
2110
$154K ﹤0.01%
26,957
-18,637
2111
$154K ﹤0.01%
32,327
-21,413
2112
$150K ﹤0.01%
12,500
-1,700
2113
$150K ﹤0.01%
14,181
-1,176
2114
$150K ﹤0.01%
25,408
+11,074
2115
$149K ﹤0.01%
15,209
-580
2116
$147K ﹤0.01%
66,424
-4,237
2117
$146K ﹤0.01%
4,957
-1,598
2118
$146K ﹤0.01%
11,700
+1,591
2119
$140K ﹤0.01%
12,380
+895
2120
$139K ﹤0.01%
36,886
2121
$138K ﹤0.01%
12,524
-69
2122
$137K ﹤0.01%
12,021
+420
2123
$136K ﹤0.01%
10,910
+881
2124
$136K ﹤0.01%
65,226
+16,185
2125
$133K ﹤0.01%
16,635
-3,649
83 84
85
86 87