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
426
$4.08M 0.04%
196,867
+4,851
427
$4.06M 0.04%
129,772
+1,505
428
$4.05M 0.04%
85,020
-3,486
429
$4.04M 0.04%
8,263
-3,694
430
$4.03M 0.04%
180,241
-1,391
431
$4M 0.04%
299,424
-10,564
432
$4M 0.04%
48,763
-5,250
433
$3.99M 0.04%
139,921
+92,790
434
$3.99M 0.04%
26,882
+3,712
435
$3.97M 0.04%
151,311
-18,780
436
$3.97M 0.04%
66,725
+11,174
437
$3.97M 0.04%
36,780
+5,439
438
$3.96M 0.04%
206,945
+37,119
439
$3.95M 0.04%
223,899
+12,370
440
$3.94M 0.04%
46,005
+4,498
441
$3.93M 0.04%
22,190
-22,937
442
$3.92M 0.04%
52,979
-19,451
443
$3.91M 0.04%
137,555
+16,958
444
$3.9M 0.04%
120,853
-30
445
$3.89M 0.04%
119,398
-17,148
446
$3.89M 0.04%
79,633
-30,332
447
$3.86M 0.04%
81,124
-34,553
448
$3.86M 0.04%
358,034
+43,780
449
$3.86M 0.04%
143,050
+120,190
450
$3.85M 0.04%
146,468
-119,442
16 17
18
19 20