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
651
$2.07M 0.02%
80,672
-13,364
652
$2.07M 0.02%
50,455
+23,609
653
$2.06M 0.02%
72,531
-95,925
654
$2.06M 0.02%
23,048
-967
655
$2.06M 0.02%
155,062
+55,107
656
$2.04M 0.02%
360,742
+422
657
$2.04M 0.02%
71,456
-12,521
658
$2.04M 0.02%
139,544
+6,588
659
$2.03M 0.02%
21,813
-4,794
660
$2.03M 0.02%
49,933
+7,519
661
$2.02M 0.02%
167,491
+13,377
662
$2.02M 0.02%
298,869
+9,867
663
$2.02M 0.02%
39,863
-4,679
664
$2.02M 0.02%
27,532
-7,082
665
$2.01M 0.02%
25,064
+5,632
666
$2M 0.02%
59,595
-61
667
$2M 0.02%
108,917
-54,584
668
$1.99M 0.02%
84,357
-13,859
669
$1.99M 0.02%
102,980
+34,920
670
$1.98M 0.02%
58,345
-1,244
671
$1.97M 0.02%
115,238
+56,190
672
$1.97M 0.02%
51,444
+2,748
673
$1.97M 0.02%
82,976
-40,936
674
$1.96M 0.02%
33,862
+7,741
675
$1.96M 0.02%
36,967
+18,093
25 26
27
28 29