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
201
$8.9M 0.1%
65,013
+11,735
202
$8.81M 0.1%
291,533
-10,285
203
$8.74M 0.1%
193,502
-4,313
204
$8.73M 0.1%
139,971
+13,624
205
$8.73M 0.1%
55,675
+4,285
206
$8.68M 0.1%
148,077
+2,126
207
$8.65M 0.1%
115,679
+22,827
208
$8.55M 0.09%
136,757
-10,096
209
$8.47M 0.09%
401,843
+81,233
210
$8.46M 0.09%
339,204
+27,046
211
$8.46M 0.09%
61,201
+7,023
212
$8.29M 0.09%
170,686
+1,461
213
$8.25M 0.09%
92,680
+6,292
214
$8.11M 0.09%
715,632
+42,846
215
$8.09M 0.09%
171,564
-19,533
216
$8.04M 0.09%
247,405
+36,246
217
$8M 0.09%
94,817
+8,059
218
$7.97M 0.09%
+63,582
219
$7.85M 0.09%
66,613
+8,820
220
$7.83M 0.09%
4,546
-10
221
$7.83M 0.09%
495,679
-72,099
222
$7.78M 0.09%
278,902
+68,051
223
$7.77M 0.09%
+78,644
224
$7.68M 0.09%
148,303
+5,559
225
$7.68M 0.09%
133,988
-122,343
7 8
9
10 11