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
351
$5.3M 0.05%
+184,261
352
$5.18M 0.05%
42,255
+8,492
353
$5.17M 0.05%
102,319
+23,690
354
$5.16M 0.05%
181,199
-99,833
355
$5.15M 0.05%
233,128
+7,113
356
$5.14M 0.05%
62,378
+5,355
357
$5.12M 0.05%
109,032
+83,034
358
$5.12M 0.05%
58,092
+5,760
359
$5.09M 0.05%
42,576
+17,941
360
$5.07M 0.05%
150,149
+3,807
361
$5.07M 0.05%
32,704
+22,501
362
$5.06M 0.05%
+164,639
363
$5.04M 0.05%
119,939
+19,534
364
$5.03M 0.05%
299,011
+54,794
365
$4.99M 0.05%
95,119
+43,859
366
$4.99M 0.05%
34,816
-7,907
367
$4.96M 0.05%
94,031
+41,344
368
$4.93M 0.05%
273,744
-36,335
369
$4.93M 0.05%
34,699
+3,175
370
$4.9M 0.05%
103,368
+9,028
371
$4.8M 0.05%
217,037
+36,201
372
$4.79M 0.05%
139,175
-11,015
373
$4.79M 0.05%
31,251
+3,393
374
$4.78M 0.05%
39,446
+2,606
375
$4.77M 0.05%
207,259
-26,916
13 14
15
16 17