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
2176
$57K ﹤0.01%
10,000
2177
$55K ﹤0.01%
2,723
-400
2178
$54K ﹤0.01%
11,703
-1,238
2179
$54K ﹤0.01%
1,166
-100
2180
$53K ﹤0.01%
1,100
+390
2181
$53K ﹤0.01%
684
+50
2182
$51K ﹤0.01%
2,775
2183
$48K ﹤0.01%
+10,272
2184
$47K ﹤0.01%
7,025
-93
2185
$47K ﹤0.01%
18,878
+719
2186
$47K ﹤0.01%
4,609
2187
$47K ﹤0.01%
+10,466
2188
– –
0
2189
$46K ﹤0.01%
16,874
-641
2190
$45K ﹤0.01%
25,619
+15,084
2191
$45K ﹤0.01%
3,669
-63,327
2192
$45K ﹤0.01%
19,622
+1,072
2193
$42K ﹤0.01%
+16,280
2194
$41K ﹤0.01%
14,777
+1,362
2195
$40K ﹤0.01%
20,826
+5
2196
$39K ﹤0.01%
1,809
2197
$39K ﹤0.01%
1,065
2198
$37K ﹤0.01%
1,233
-497
2199
$35K ﹤0.01%
2,261
2200
$34K ﹤0.01%
18,713
+19
86 87
88
89 90