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
376
$4.76M 0.05%
154,538
+12,771
377
$4.74M 0.05%
30,416
-3,871
378
$4.73M 0.05%
99,014
-4,168
379
$4.69M 0.05%
166,080
+133,323
380
$4.69M 0.05%
20,650
-14,763
381
$4.68M 0.04%
77,623
-16,971
382
$4.65M 0.04%
200,390
-59,887
383
$4.64M 0.04%
27,703
+11,187
384
$4.64M 0.04%
91,448
-46,549
385
$4.62M 0.04%
110,080
-40,601
386
$4.62M 0.04%
31,047
-745
387
$4.62M 0.04%
408,126
+74,243
388
$4.6M 0.04%
29,402
+2,334
389
$4.6M 0.04%
158,178
-14,462
390
$4.59M 0.04%
173,228
+5,032
391
$4.57M 0.04%
38,495
-754
392
$4.54M 0.04%
107,915
+8,192
393
$4.52M 0.04%
+202,501
394
$4.47M 0.04%
169,175
+82,110
395
$4.47M 0.04%
131,429
-22,941
396
$4.47M 0.04%
184,000
-2,128
397
$4.47M 0.04%
25,831
-6,013
398
$4.46M 0.04%
124,930
+20,032
399
$4.42M 0.04%
176,745
+141,494
400
$4.41M 0.04%
32,590
-26,084
14 15
16
17 18