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
326
$5.66M 0.05%
88,359
-912
327
$5.64M 0.05%
106,129
-49,583
328
$5.62M 0.05%
227,315
+64,955
329
$5.62M 0.05%
193,207
-7,731
330
$5.6M 0.05%
434,564
-432,308
331
$5.6M 0.05%
61,768
+2,071
332
$5.59M 0.05%
35,333
-3,367
333
$5.58M 0.05%
235,440
+47,020
334
$5.54M 0.05%
594,801
+4,263
335
$5.54M 0.05%
319,239
-39,202
336
$5.53M 0.05%
186,850
+22,394
337
$5.5M 0.05%
41,968
+2,690
338
$5.49M 0.05%
261,248
-76,812
339
$5.48M 0.05%
37,955
+1,362
340
$5.48M 0.05%
176,332
+2,720
341
$5.46M 0.05%
33,072
+8,085
342
$5.46M 0.05%
38,554
+5,052
343
$5.44M 0.05%
176,394
+2,513
344
$5.41M 0.05%
54,476
+27,055
345
$5.39M 0.05%
131,416
-164,760
346
$5.39M 0.05%
56,267
+44,767
347
$5.36M 0.05%
121,252
+11,852
348
$5.33M 0.05%
40,186
+1,423
349
$5.33M 0.05%
198,406
+182,605
350
$5.31M 0.05%
142,860
-43,400
12 13
14
15 16