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
$10.5B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,367
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$29.4M
3
+$25.1M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$25.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$22.4M

Top Sells

1
+$28.9M
2
+$22.7M
3
+$21.2M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$20.9M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$15.9M

Sector Composition

1 Technology 6.58%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
– –
-1,307
2327
– –
-52,775
2328
– –
-18,900
2329
– –
-24,837
2330
– –
-3,542
2331
– –
-10,800
2332
– –
-5,656
2333
– –
-12,835
2334
– –
-12,173
2335
– –
-4,672
2336
– –
-3,153
2337
– –
-20,000
2338
– –
-5,000
2339
– –
-29,170
2340
– –
-12,298
2341
– –
-30,527
2342
– –
-1,485
2343
– –
-1,030,310
2344
– –
-11,361
2345
– –
-9,212
2346
– –
-38,049
2347
– –
-18,928
2348
– –
-16,130
2349
– –
-6,216
2350
– –
-31,053
91 92 93
94
95