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
576
$2.5M 0.02%
127,655
-4,545
577
$2.5M 0.02%
152,848
-33,258
578
$2.49M 0.02%
46,105
-7,740
579
$2.49M 0.02%
28,657
-4,252
580
$2.49M 0.02%
99,980
+30,959
581
$2.49M 0.02%
76,256
+5,373
582
$2.49M 0.02%
98,815
+63,799
583
$2.49M 0.02%
52,677
-21,764
584
$2.48M 0.02%
33,176
+9,860
585
$2.47M 0.02%
120,227
-61,062
586
$2.47M 0.02%
10,748
-4,279
587
$2.47M 0.02%
31,812
-52,309
588
$2.46M 0.02%
12,325
+2,035
589
$2.46M 0.02%
17,688
+4,480
590
$2.46M 0.02%
34,528
+5,212
591
$2.44M 0.02%
33,502
+1,188
592
$2.43M 0.02%
43,866
+28,284
593
$2.43M 0.02%
127,887
-7,939
594
$2.43M 0.02%
80,630
-40,226
595
$2.42M 0.02%
112,569
+4,681
596
$2.41M 0.02%
92,157
+73,291
597
$2.41M 0.02%
50,106
+5,306
598
$2.4M 0.02%
375,664
-30,212
599
$2.39M 0.02%
53,148
-3,149
600
$2.39M 0.02%
25,193
-48,913
22 23
24
25 26