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 7.95%
2 Healthcare 4.79%
3 Financials 4.53%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-3,978
2502
– –
-2,745
2503
– –
-16,957
2504
– –
-28,397
2505
– –
-114,760
2506
– –
-8,704
2507
– –
-8,807
2508
– –
-3,557
2509
– –
-12,117
2510
– –
-5,255
2511
– –
-1,447
2512
– –
-56,975
2513
– –
-3,374
2514
– –
-2,426
2515
– –
-6,054
2516
– –
-7,792
2517
– –
-2,603
2518
– –
-11,318
2519
– –
-29,493
2520
– –
-18,416
2521
– –
-4,390
2522
– –
-3,204
2523
– –
-2,282
2524
– –
-4,848
2525
– –
-3,442
99 100
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