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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
2301
– –
-7,739
2302
– –
-3,180
2303
– –
-6,579
2304
– –
-224,319
2305
– –
-11,700
2306
– –
-4,741
2307
– –
-9,266
2308
– –
-6,045
2309
– –
-1,510
2310
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-9,726
2311
– –
-3,737
2312
– –
-10,538
2313
– –
-7,374
2314
– –
-20,481
2315
– –
-7,476
2316
– –
-1,383
2317
– –
-13,540
2318
– –
-78,986
2319
– –
-7,774
2320
– –
-11,620
2321
– –
-42,085
2322
– –
-8,514
2323
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-65,226
2324
– –
-8,691
2325
– –
-8,083
91 92
93
94 95