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
451
$3.84M 0.04%
69,958
+57,693
452
$3.82M 0.04%
83,445
-24,540
453
$3.78M 0.04%
264,337
-33,609
454
$3.78M 0.04%
60,114
-876
455
$3.74M 0.04%
79,016
-4,943
456
$3.74M 0.04%
31,747
+2,237
457
$3.71M 0.04%
83,040
+15,402
458
$3.7M 0.04%
74,266
+23,392
459
$3.7M 0.04%
68,929
-53,624
460
$3.69M 0.04%
103,379
+7,796
461
$3.69M 0.04%
179,393
-61,301
462
$3.68M 0.04%
165,968
-33,702
463
$3.68M 0.04%
93,433
-150,046
464
$3.66M 0.04%
46,781
-387
465
$3.65M 0.04%
36,890
+2,207
466
$3.65M 0.04%
155,924
-3,792
467
$3.64M 0.03%
210,290
+9,747
468
$3.63M 0.03%
61,464
-53,837
469
$3.63M 0.03%
98,940
-5,508
470
$3.63M 0.03%
80,060
-4,117
471
$3.62M 0.03%
68,339
+28,134
472
$3.58M 0.03%
40,916
-12,038
473
$3.58M 0.03%
40,428
+2,464
474
$3.57M 0.03%
174,675
-164,441
475
$3.57M 0.03%
77,896
-2,304
17 18
19
20 21