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
$9.04B
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
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-31,443
2202
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-21,670
2203
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-42,919
2204
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2205
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-426,951
2206
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-158,940
2207
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-26,672
2208
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-22,711
2209
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-706,318
2210
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-10,269
2211
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-101,418
2212
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-39,648
2213
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-9,624
2214
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-176,539
2215
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-13,026
2216
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-16,114
2217
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-23,116
2218
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-156,136
2219
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-23,138
2220
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-10,985
2221
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-6,690
2222
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-57,452
2223
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-3,278
2224
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-12,704
2225
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-37,880
87 88
89
90 91