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
$9.04B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,374
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$50M
3
+$34.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$19.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$16.4M

Top Sells

1
+$32.9M
2
+$32M
3
+$25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$23.2M

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
2126
$11K ﹤0.01%
614
+124
2127
$11K ﹤0.01%
1,350
2128
$10K ﹤0.01%
+11,000
2129
$9K ﹤0.01%
850
2130
$8K ﹤0.01%
9
2131
$7K ﹤0.01%
12,743
-4,131
2132
$4K ﹤0.01%
+2,750
2133
– –
0
2134
– –
-7,703
2135
– –
-3,982
2136
– –
-9,010
2137
– –
-11,502
2138
– –
-2,723
2139
– –
-7,221
2140
– –
-2,735
2141
– –
-3,971
2142
– –
-6,523
2143
– –
-13,316
2144
– –
-684
2145
– –
-2,748
2146
– –
-10,260
2147
– –
-10,974
2148
– –
-22,398
2149
– –
-23,388
2150
– –
-5,358
84 85
86
87 88