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
251
$7.84M 0.08%
219,360
+26,773
252
$7.78M 0.07%
1,611,349
+79,501
253
$7.76M 0.07%
112,546
-68,804
254
$7.74M 0.07%
165,145
-632
255
$7.73M 0.07%
165,535
+10,334
256
$7.72M 0.07%
167,131
+45,592
257
$7.71M 0.07%
158,223
-55,967
258
$7.68M 0.07%
163,442
+13,269
259
$7.61M 0.07%
82,935
-2,462
260
$7.51M 0.07%
28,573
-6,423
261
$7.41M 0.07%
109,554
+3,593
262
$7.39M 0.07%
251,292
+14,156
263
$7.37M 0.07%
134,206
-70,111
264
$7.37M 0.07%
89,042
-13,368
265
$7.35M 0.07%
72,928
+47,631
266
$7.31M 0.07%
302,529
-26,969
267
$7.3M 0.07%
724,518
-494,322
268
$7.24M 0.07%
55,196
-2,134
269
$7.21M 0.07%
167,823
-3,041
270
$7.12M 0.07%
265,505
+257,442
271
$7.07M 0.07%
306,878
+5,349
272
$7.05M 0.07%
235,296
-109,295
273
$7.03M 0.07%
368,133
-2,952
274
$7M 0.07%
49,465
+43,920
275
$7M 0.07%
76,940
+1,061
9 10
11
12 13