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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
2151
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-6,933
2152
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-9,154
2153
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-6,284
2154
– –
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2155
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-4,667
2156
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-41,449
2157
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-13,832
2158
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-3,231
2159
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-8,707
2160
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-55,788
2161
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-3,035
2162
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-26,356
2163
– –
-19,895
2164
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-7,220
2165
– –
-58,921
2166
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-218
2167
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-2,204
2168
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-3,385
2169
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-8,476
2170
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-90,042
2171
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-3,230
2172
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-6,030
2173
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-28,900
2174
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-8,117
2175
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-2,225
85 86
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