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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
2176
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-4,187
2177
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-2,286
2178
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-3,553
2179
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2180
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-6,828
2181
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-15,003
2182
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-3,467
2183
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2184
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-209,191
2185
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-7,823
2186
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-4,629
2187
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-6,672
2188
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-11,693
2189
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-7,640
2190
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2191
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-31,443
2192
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2193
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-42,919
2194
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2195
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2196
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-6,690
2197
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2198
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2199
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-3,486
2200
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-13,985
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