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
401
$4.4M 0.04%
57,879
-2,791
402
$4.39M 0.04%
59,487
-1,235
403
$4.38M 0.04%
36,000
+1,765
404
$4.37M 0.04%
94,077
+75,313
405
$4.37M 0.04%
54,437
+2,061
406
$4.37M 0.04%
159,505
+98,856
407
$4.36M 0.04%
240,380
+13,735
408
$4.35M 0.04%
51,696
+7,325
409
$4.33M 0.04%
+157,321
410
$4.33M 0.04%
68,894
+2,851
411
$4.32M 0.04%
134,602
+32,293
412
$4.3M 0.04%
14,996
+2,182
413
$4.27M 0.04%
29,246
+773
414
$4.25M 0.04%
60,212
+6,118
415
$4.22M 0.04%
54,076
-4,627
416
$4.21M 0.04%
44,029
+11,252
417
$4.2M 0.04%
45,415
-3,015
418
$4.2M 0.04%
78,910
+14,417
419
$4.18M 0.04%
28,591
+22,567
420
$4.18M 0.04%
158,102
-2,433
421
$4.16M 0.04%
198,487
+11,248
422
$4.16M 0.04%
557,031
+17,415
423
$4.13M 0.04%
90,560
-56,052
424
$4.12M 0.04%
182,124
+27,688
425
$4.08M 0.04%
78,833
-268,754
15 16
17
18 19