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
$9.47B
AUM Growth
+$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,316
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$38.6M
3
+$29.1M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$25.3M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$24.5M

Top Sells

1
+$23.2M
2
+$19.9M
3
+$18.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$16.3M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.5M

Sector Composition

1 Technology 5.55%
2 Financials 4.7%
3 Healthcare 4.16%
4 Industrials 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
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-16,334
2202
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-4,588
2203
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-8,995
2204
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-120,440
2205
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2206
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-5,662
2207
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-16,368
2208
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-20,737
2209
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-14,893
2210
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-12,368
2211
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-20,474
2212
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-10,776
2213
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-11,631
2214
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-11,353
2215
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-6,406
2216
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-399,192
2217
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-145,285
2218
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-12,900
2219
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-2,681
2220
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-18,611
2221
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-9,524
2222
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-70,208
2223
– –
-9,678
2224
– –
-11,442
2225
– –
-51,576
87 88
89
90 91