Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
– –
-6,786
2202
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-10,994
2203
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-15,773
2204
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-38,318
2205
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-11,138
2206
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-6,408
2207
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-5,995
2208
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-11,161
2209
– –
-7,002
2210
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-3,341
2211
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-4,652
2212
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-10,329
2213
– –
-8,919
2214
– –
-16,334
2215
– –
-4,588
2216
– –
-8,995
2217
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-120,440
2218
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-7,416
2219
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-26,253
2220
– –
-5,662
2221
– –
-16,368
2222
– –
-20,737
2223
– –
-14,893
2224
– –
-12,368
2225
– –
-20,474
87 88
89
90 91