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 4.93%
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
– –
-3,737
2302
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-10,538
2303
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-7,374
2304
– –
-20,481
2305
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-7,476
2306
– –
-1,383
2307
– –
-13,540
2308
– –
-78,986
2309
– –
-7,774
2310
– –
-11,620
2311
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-42,085
2312
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-8,514
2313
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-65,226
2314
– –
-8,691
2315
– –
-8,083
2316
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-10,053
2317
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-9,604
2318
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-4,255
2319
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-9,963
2320
– –
-12,671
2321
– –
-54,486
2322
– –
-3,669
2323
– –
-10,035
2324
– –
-2,675
2325
– –
-4,446
91 92
93
94 95