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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
2201
– –
-8,233
2202
– –
-9,179
2203
– –
-63
2204
– –
-39,266
2205
– –
-4,477
2206
– –
-3,822
2207
– –
-741
2208
– –
-426,951
2209
– –
-158,940
2210
– –
-26,672
2211
– –
-22,711
2212
– –
-706,318
2213
– –
-10,269
2214
– –
-101,418
2215
– –
-39,648
2216
– –
-9,624
2217
– –
-176,539
2218
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-13,026
2219
– –
-16,114
2220
– –
-23,116
2221
– –
-156,136
2222
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-23,138
2223
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-57,452
2224
– –
-3,278
2225
– –
-8,931
87 88
89
90 91