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
601
$2.38M 0.02%
37,839
-132,380
602
$2.38M 0.02%
70,054
+10,217
603
$2.38M 0.02%
40,841
-18,146
604
$2.38M 0.02%
60,278
+8,858
605
$2.36M 0.02%
91,237
+16,898
606
$2.35M 0.02%
45,065
+12,666
607
$2.34M 0.02%
138,437
-7,875
608
$2.33M 0.02%
92,694
+33,831
609
$2.33M 0.02%
12,254,080
+181,000
610
$2.32M 0.02%
46,502
-12,286
611
$2.32M 0.02%
52,870
-19,945
612
$2.31M 0.02%
93,314
-6,712
613
$2.31M 0.02%
55,798
-27,934
614
$2.3M 0.02%
38,654
-1,930
615
$2.27M 0.02%
120,669
-14,469
616
$2.27M 0.02%
47,118
-24,045
617
$2.26M 0.02%
12,776
-4,835
618
$2.26M 0.02%
+90,185
619
$2.25M 0.02%
21,176
-1,709
620
$2.25M 0.02%
59,609
-3,804
621
$2.25M 0.02%
23,112
-18,261
622
$2.24M 0.02%
17,631
-7
623
$2.24M 0.02%
236,827
+14,153
624
$2.23M 0.02%
109,576
+23,185
625
$2.23M 0.02%
57,048
-3,552
23 24
25
26 27