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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
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%
466
2131
$7K ﹤0.01%
12,743
-4,131
2132
$4K ﹤0.01%
+2,750
2133
– –
0
2134
– –
-5,358
2135
– –
-2,279
2136
– –
-1,725
2137
– –
-7,267
2138
– –
-6,933
2139
– –
-9,154
2140
– –
-6,284
2141
– –
-10,939
2142
– –
-4,667
2143
– –
-3,231
2144
– –
-8,707
2145
– –
-55,788
2146
– –
-3,035
2147
– –
-26,356
2148
– –
-19,895
2149
– –
-7,220
2150
– –
-58,921
84 85
86
87 88