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
476
$3.56M 0.03%
135,224
+123,983
477
$3.54M 0.03%
254,145
-12,825
478
$3.54M 0.03%
64,084
-8,239
479
$3.51M 0.03%
125,615
+56,748
480
$3.46M 0.03%
45,850
+2,931
481
$3.46M 0.03%
98,121
-10,383
482
$3.45M 0.03%
97,698
+1,560
483
$3.42M 0.03%
138,623
-6,371
484
$3.41M 0.03%
164,626
-204,655
485
$3.4M 0.03%
53,978
+3,324
486
$3.38M 0.03%
396,162
-7,914
487
$3.38M 0.03%
69,348
-116,685
488
$3.37M 0.03%
166,342
+15,003
489
$3.37M 0.03%
69,547
-12,172
490
$3.37M 0.03%
33,429
+14
491
$3.36M 0.03%
117,937
+39,475
492
$3.35M 0.03%
65,632
-21,924
493
$3.35M 0.03%
95,987
-13,864
494
$3.33M 0.03%
159,983
-64,415
495
$3.32M 0.03%
+158,871
496
$3.31M 0.03%
81,230
-10,043
497
$3.27M 0.03%
131,134
+38,558
498
$3.27M 0.03%
21,670
-3,857
499
$3.27M 0.03%
67,194
-10,560
500
$3.27M 0.03%
133,838
+3,803
18 19
20
21 22