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
276
$6.99M 0.07%
73,632
-2,267
277
$6.92M 0.07%
38,445
-2,408
278
$6.92M 0.07%
117,850
-23,660
279
$6.88M 0.07%
703,137
-104,143
280
$6.87M 0.07%
137,166
+3,601
281
$6.77M 0.07%
15,389
+1,455
282
$6.76M 0.06%
517,728
+271,434
283
$6.72M 0.06%
300,952
-267,612
284
$6.68M 0.06%
160,170
+16,490
285
$6.57M 0.06%
270,402
+48,262
286
$6.54M 0.06%
65,395
-7,568
287
$6.49M 0.06%
156,929
-26,867
288
$6.47M 0.06%
389,968
+116,107
289
$6.43M 0.06%
76,097
+22,859
290
$6.41M 0.06%
152,395
-45,810
291
$6.31M 0.06%
263,736
-517,495
292
$6.28M 0.06%
253,897
+42,688
293
$6.28M 0.06%
4,667
-812
294
$6.26M 0.06%
45,289
-1,689
295
$6.25M 0.06%
640,180
+17,089
296
$6.24M 0.06%
126,632
-2,750
297
$6.23M 0.06%
49,157
+18,854
298
$6.21M 0.06%
27,714
+4,723
299
$6.2M 0.06%
135,596
+33,116
300
$6.17M 0.06%
37,781
-74
10 11
12
13 14