Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 6.59%
2 Financials 4.76%
3 Healthcare 4.4%
4 Consumer Discretionary 3.56%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$459M 4.39%
1,719,719
-39,568
2
$306M 2.93%
5,675,393
+135,904
3
$250M 2.39%
4,437,988
+351,300
4
$181M 1.73%
617,363
+29,266
5
$157M 1.5%
1,047,080
+50,123
6
$150M 1.43%
2,749,627
-255,556
7
$145M 1.38%
779,881
+135,210
8
$131M 1.26%
1,313,000
+220,960
9
$131M 1.25%
1,678,141
-178,458
10
$126M 1.21%
1,607,314
-4,479
11
$104M 1%
359,110
+42,843
12
$93.8M 0.9%
2,168,562
-165,100
13
$92.4M 0.88%
753,646
+2,568
14
$86.8M 0.83%
1,960,424
+42,304
15
$82.8M 0.79%
386,671
+21,268
16
$81.5M 0.78%
934,283
+336,434
17
$78.1M 0.75%
463,474
+205,863
18
$76.2M 0.73%
666,037
+69,070
19
$76M 0.73%
2,459,008
+812,157
20
$73.6M 0.7%
3,059,274
+201,690
21
$71.2M 0.68%
1,736,555
-141,005
22
$67.4M 0.64%
608,574
-72
23
$61.4M 0.59%
1,525,905
+149,650
24
$60.9M 0.58%
1,194,085
-17,389
25
$57.8M 0.55%
1,013,748
+47,320
1
2 3 4 5