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
551
$2.68M 0.03%
204,900
+15,600
552
$2.68M 0.03%
31,263
-3,614
553
$2.67M 0.03%
157,843
-3,930
554
$2.66M 0.03%
151,212
-3,060
555
$2.65M 0.03%
31,707
+8,863
556
$2.65M 0.03%
133,775
-9,639
557
$2.64M 0.03%
54,563
-70,305
558
$2.63M 0.03%
217,013
+44,959
559
$2.62M 0.03%
109,200
-31,440
560
$2.62M 0.03%
222,938
+8,846
561
$2.6M 0.03%
126,864
+10,293
562
$2.6M 0.03%
63,677
-5,376
563
$2.6M 0.02%
100,793
+14,629
564
$2.58M 0.02%
73,402
-102,320
565
$2.57M 0.02%
40,718
-75,664
566
$2.57M 0.02%
88,360
+51
567
$2.56M 0.02%
46,534
+2,246
568
$2.55M 0.02%
17,693
-2,415
569
$2.54M 0.02%
309,229
-29,257
570
$2.53M 0.02%
67,939
-45,261
571
$2.53M 0.02%
76,230
+16,060
572
$2.53M 0.02%
10,620
+2,067
573
$2.52M 0.02%
68,585
-10,662
574
$2.51M 0.02%
48,276
+40,803
575
$2.51M 0.02%
+97,182
21 22
23
24 25