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
2201
$34K ﹤0.01%
25,869
2202
$33K ﹤0.01%
12,704
-4,773
2203
$33K ﹤0.01%
25,850
+3,336
2204
$32K ﹤0.01%
864
+53
2205
$30K ﹤0.01%
109
-15
2206
$28K ﹤0.01%
4,308
2207
$27K ﹤0.01%
512
2208
$27K ﹤0.01%
5,905
2209
$26K ﹤0.01%
+1,350
2210
$25K ﹤0.01%
+31,350
2211
$24K ﹤0.01%
+577
2212
$24K ﹤0.01%
10,085
-9,481
2213
$23K ﹤0.01%
1,587
2214
$20K ﹤0.01%
490
-24
2215
$20K ﹤0.01%
63
+5
2216
$19K ﹤0.01%
850
2217
$14K ﹤0.01%
12,872
+2,300
2218
$12K ﹤0.01%
466
-18
2219
$2K ﹤0.01%
+20,159
2220
$1K ﹤0.01%
+48,582
2221
– –
-3,168
2222
– –
-32,368
2223
– –
-18,527
2224
– –
-135,581
2225
– –
-13,960
87 88
89
90 91