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
$10.4B
AUM Growth
-$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,568
New
Increased
Reduced
Closed

Top Buys

1
+$82M
2
+$48M
3
+$44.7M
4
BND icon
Vanguard Total Bond Market
BND
+$37.2M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$28.1M

Top Sells

1
+$79.5M
2
+$25.5M
3
+$23.8M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$18.1M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$16.6M

Sector Composition

1 Technology 7.96%
2 Healthcare 4.8%
3 Financials 4.52%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9M 0.09%
239,742
-44,652
227
$8.98M 0.09%
63,646
-4,981
228
$8.87M 0.09%
+171,895
229
$8.84M 0.08%
420,199
+44,388
230
$8.73M 0.08%
166,620
+15,694
231
$8.69M 0.08%
287,431
+22,703
232
$8.63M 0.08%
334,021
-199,439
233
$8.59M 0.08%
117,679
-1,463
234
$8.52M 0.08%
816,087
-57,618
235
$8.44M 0.08%
405,376
-439,070
236
$8.4M 0.08%
184,664
-21,900
237
$8.38M 0.08%
103,105
+3,517
238
$8.37M 0.08%
153,585
+64,520
239
$8.37M 0.08%
277,817
+179,310
240
$8.32M 0.08%
310,408
+4,633
241
$8.29M 0.08%
64,812
+1,206
242
$8.28M 0.08%
561,000
-251,421
243
$8.24M 0.08%
686,555
-29,147
244
$8.07M 0.08%
141,447
-285,463
245
$8.07M 0.08%
100,930
-20,690
246
$8.04M 0.08%
102,817
+7,325
247
$8.03M 0.08%
185,925
-8,786
248
$8M 0.08%
86,012
-18,792
249
$7.98M 0.08%
46,054
+16,754
250
$7.89M 0.08%
29
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8 9
10
11 12