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
$9.04B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,374
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$49.9M
3
+$34.7M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$19M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$16.9M

Top Sells

1
+$30.3M
2
+$29.8M
3
+$22.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$21.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$20.8M

Sector Composition

1 Technology 5.77%
2 Financials 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
– –
-156,136
2202
– –
-23,138
2203
– –
-10,985
2204
– –
-6,690
2205
– –
-57,452
2206
– –
-3,278
2207
– –
-8,931
2208
– –
-12,704
2209
– –
-37,880
2210
– –
-2,998
2211
– –
-19,647
2212
– –
-10,578
2213
– –
-11,087
2214
$0 ﹤0.01%
10,558
-38,024
2215
– –
-1,888
2216
– –
-33,803
2217
– –
-11,379
2218
– –
-20,159
2219
– –
-9,378
2220
– –
-1,510
2221
– –
-9,726
2222
– –
-3,737
2223
– –
-10,538
2224
– –
-7,374
2225
– –
-20,481
87 88
89
90 91