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
526
$2.96M 0.03%
225,810
-1,132
527
$2.96M 0.03%
66,153
+168
528
$2.94M 0.03%
63,537
-17,400
529
$2.93M 0.03%
71,816
-1,438
530
$2.88M 0.03%
155,950
-27,475
531
$2.87M 0.03%
37,114
-11,029
532
$2.85M 0.03%
96,901
+16,945
533
$2.85M 0.03%
29,149
+3,256
534
$2.84M 0.03%
453,804
-4,135
535
$2.83M 0.03%
133,620
-780
536
$2.81M 0.03%
117,561
+53,655
537
$2.81M 0.03%
135,069
+26,233
538
$2.8M 0.03%
70,581
+4,699
539
$2.77M 0.03%
386,151
+41,848
540
$2.77M 0.03%
73,670
-98,380
541
$2.76M 0.03%
47,660
-52,457
542
$2.76M 0.03%
15,939
+1,068
543
$2.74M 0.03%
304,822
+145,683
544
$2.73M 0.03%
91,363
-20,529
545
$2.73M 0.03%
111,276
+749
546
$2.73M 0.03%
71,413
-26,945
547
$2.72M 0.03%
27,188
+7,227
548
$2.71M 0.03%
18,646
-1,230
549
$2.7M 0.03%
46,094
-37,564
550
$2.69M 0.03%
88,970
-55,933
20 21
22
23 24