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
$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 4.92%
3 Healthcare 4.62%
4 Consumer Discretionary 3.54%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$373M 4.13%
1,624,460
-95,259
2
$252M 2.79%
5,345,268
-330,125
3
$184M 2.03%
4,661,320
+223,332
4
$154M 1.7%
611,609
-5,754
5
$144M 1.6%
2,662,266
-87,361
6
$130M 1.43%
1,016,309
-30,771
7
$127M 1.41%
1,622,141
-56,000
8
$115M 1.27%
1,448,430
-158,884
9
$108M 1.19%
1,435,280
+122,280
10
$98.9M 1.09%
395,919
+36,809
11
$90M 0.99%
583,259
-196,622
12
$84.8M 0.94%
415,438
+28,767
13
$72.2M 0.8%
3,251,411
+192,137
14
$71.9M 0.8%
734,375
+125,801
15
$71.5M 0.79%
1,927,315
-241,247
16
$71M 0.79%
711,746
-41,900
17
$71M 0.78%
698,761
+32,724
18
$70.8M 0.78%
1,177,750
+971,461
19
$61.7M 0.68%
1,620,303
-116,252
20
$61.7M 0.68%
1,177,705
+163,957
21
$61.6M 0.68%
610,560
+343,697
22
$59.9M 0.66%
1,195,085
+996,392
23
$58.3M 0.64%
1,132,101
-61,984
24
$53.3M 0.59%
655,362
-48,353
25
$52.1M 0.58%
870,822
+317,744
1
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