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
501
$3.26M 0.03%
66,866
-95,314
502
$3.25M 0.03%
135,865
-579,068
503
$3.23M 0.03%
184,504
+30,778
504
$3.22M 0.03%
90,369
+10,746
505
$3.21M 0.03%
148,001
+19,829
506
$3.2M 0.03%
126,316
-31,860
507
$3.2M 0.03%
126,456
-101,054
508
$3.19M 0.03%
24,048
+2,134
509
$3.19M 0.03%
231,830
+64,038
510
$3.18M 0.03%
48,123
-1,156
511
$3.15M 0.03%
85,314
+80,771
512
$3.14M 0.03%
35,040
+1,165
513
$3.12M 0.03%
110,790
-4,824
514
$3.09M 0.03%
95,592
-6,248
515
$3.07M 0.03%
192,310
-217,690
516
$3.06M 0.03%
73,343
-21,025
517
$3.05M 0.03%
63,241
+4,904
518
$3.04M 0.03%
12,418
-291
519
$3.03M 0.03%
107,765
+4,148
520
$2.99M 0.03%
331,058
+53,545
521
$2.98M 0.03%
+124,588
522
$2.98M 0.03%
230,498
-12,186
523
$2.98M 0.03%
64,984
-86,272
524
$2.97M 0.03%
126,701
+89,083
525
$2.97M 0.03%
98,658
-138,708
19 20
21
22 23