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
2326
– –
-4,719
2327
– –
-6,811
2328
– –
-15,684
2329
– –
-3,444
2330
– –
-21,764
2331
– –
-4,744
2332
– –
-5,598
2333
– –
-20,513
2334
– –
-1,496
2335
– –
-16,279
2336
– –
-13,959
2337
– –
-5,932
2338
– –
-3,751
2339
– –
-2,176
2340
– –
-3,217
2341
– –
-3,626
2342
– –
-2,723
2343
– –
-1,656
2344
– –
-270,424
2345
– –
-7,022
2346
– –
-2,022
2347
– –
-779
2348
– –
-62,896
2349
– –
-5,565
2350
– –
-14,580
91 92 93
94
95