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
2101
$27K ﹤0.01%
+1,067
2102
$26K ﹤0.01%
20,771
-55
2103
$26K ﹤0.01%
722
+210
2104
$25K ﹤0.01%
14,590
-1,690
2105
$25K ﹤0.01%
+247
2106
$24K ﹤0.01%
+10,000
2107
$24K ﹤0.01%
+13,745
2108
$23K ﹤0.01%
4,355
+47
2109
$23K ﹤0.01%
26,734
+884
2110
$22K ﹤0.01%
+10,010
2111
$22K ﹤0.01%
98
-11
2112
$22K ﹤0.01%
25,869
2113
$20K ﹤0.01%
19,645
-5,974
2114
$19K ﹤0.01%
6,797
-228
2115
$18K ﹤0.01%
2,260
-1
2116
$18K ﹤0.01%
1,065
2117
$17K ﹤0.01%
1,213
-596
2118
$17K ﹤0.01%
1,587
2119
$16K ﹤0.01%
750
-416
2120
$16K ﹤0.01%
21,512
+8,640
2121
$15K ﹤0.01%
31,350
2122
$15K ﹤0.01%
1,134
-99
2123
$15K ﹤0.01%
10,016
-69
2124
$14K ﹤0.01%
+13,500
2125
$12K ﹤0.01%
5,937
+32
83 84
85
86 87