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
626
$2.23M 0.02%
125,492
-24,444
627
$2.23M 0.02%
49,193
+2,076
628
$2.23M 0.02%
66,193
+49,870
629
$2.22M 0.02%
15,420
-2,959
630
$2.2M 0.02%
363,851
+23,124
631
$2.19M 0.02%
30,655
+18,388
632
$2.18M 0.02%
41,702
-29,534
633
$2.17M 0.02%
59,706
+10,152
634
$2.16M 0.02%
98,868
-154,120
635
$2.15M 0.02%
41,280
+2,323
636
$2.15M 0.02%
47,711
+12,839
637
$2.13M 0.02%
82,563
+46,584
638
$2.13M 0.02%
198,793
-343,276
639
$2.13M 0.02%
94,729
-9,192
640
$2.12M 0.02%
+77,602
641
$2.12M 0.02%
60,006
+23,088
642
$2.11M 0.02%
72,835
-547
643
$2.11M 0.02%
45,305
-11,603
644
$2.11M 0.02%
6,674
+302
645
$2.09M 0.02%
71,224
-133,426
646
$2.09M 0.02%
287,444
+27,193
647
$2.08M 0.02%
52,076
-27,596
648
$2.08M 0.02%
103,980
+1,102
649
$2.08M 0.02%
81,735
-9,318
650
$2.07M 0.02%
60,644
-43,273
24 25
26
27 28