Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
26
$58.5M 0.56%
531,791
-31,437
27
$56.5M 0.54%
1,204,436
-5,141
28
$54.8M 0.53%
605,009
-41,929
29
$54.7M 0.53%
2,025,852
+868,831
30
$54.7M 0.52%
1,003,443
-71,761
31
$54M 0.52%
604,475
-25,566
32
$53M 0.51%
357,949
+85,056
33
$50.9M 0.49%
555,117
+488,142
34
$50.7M 0.49%
474,701
-10,082
35
$49.7M 0.48%
1,480,342
-148,575
36
$48.6M 0.47%
977,480
-77,147
37
$48.5M 0.47%
411,144
+120,478
38
$48.2M 0.46%
897,919
+30,392
39
$46.1M 0.44%
294,221
-30,420
40
$45.6M 0.44%
2,101,876
-691,282
41
$45.5M 0.44%
1,101,924
-262,536
42
$45.4M 0.44%
470,222
+58,968
43
$45.4M 0.44%
367,643
+13,995
44
$43.4M 0.42%
747,700
+63,160
45
$43.4M 0.42%
1,509,420
-230,875
46
$42.7M 0.41%
1,378,999
+246,825
47
$41.8M 0.4%
250,368
+19,558
48
$41.7M 0.4%
743,550
+56,999
49
$40.4M 0.39%
808,965
+25,703
50
$40M 0.38%
444,581
+73,422
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