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
301
$6.15M 0.06%
126,430
+117,973
302
$6.09M 0.06%
139,285
-17,241
303
$6.08M 0.06%
112,442
+16,472
304
$6.05M 0.06%
228,240
+39,956
305
$6.02M 0.06%
204,288
+122,913
306
$6.02M 0.06%
54,498
-11,616
307
$6M 0.06%
43,859
+730
308
$5.97M 0.06%
60,901
-27,325
309
$5.96M 0.06%
110,505
-7,195
310
$5.91M 0.06%
202,149
+52,320
311
$5.9M 0.06%
88,851
+219
312
$5.89M 0.06%
48,863
+8,542
313
$5.88M 0.06%
54,543
-14,629
314
$5.84M 0.06%
164,534
+9,026
315
$5.83M 0.06%
101,469
+85,795
316
$5.8M 0.06%
58,556
+11,445
317
$5.78M 0.06%
63,056
+12,871
318
$5.76M 0.06%
131,565
-11,394
319
$5.75M 0.06%
189,761
-13,059
320
$5.74M 0.06%
116,950
+25,518
321
$5.73M 0.06%
128,444
-32,572
322
$5.72M 0.05%
114,978
+3,875
323
$5.71M 0.05%
51,161
+3,621
324
$5.71M 0.05%
71,017
-48,621
325
$5.68M 0.05%
171,886
+4,232
11 12
13
14 15