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
2226
– –
-12,704
2227
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-37,880
2228
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-2,998
2229
– –
-19,647
2230
– –
-10,578
2231
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-11,087
2232
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-1,888
2233
– –
-33,803
2234
– –
-11,379
2235
– –
-7,267
2236
– –
-6,828
2237
– –
-388,999
2238
$0 ﹤0.01%
10,558
-38,024
2239
– –
-15,027
2240
– –
-13,673
2241
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-577
2242
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-3,076
2243
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-2,318
2244
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-6,280
2245
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-13,175
2246
– –
-3,212
2247
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-1,683
2248
– –
-6,511
2249
– –
-3,322
2250
– –
-4,288
88 89
90
91 92