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
676
$1.95M 0.02%
31,710
-3,290
677
$1.95M 0.02%
7,327
+539
678
$1.95M 0.02%
68,508
+10,650
679
$1.94M 0.02%
80,177
-937
680
$1.93M 0.02%
14,300
-33,705
681
$1.93M 0.02%
73,224
+180
682
$1.93M 0.02%
80,003
+4,916
683
$1.93M 0.02%
131,242
+11,066
684
$1.93M 0.02%
41,786
-21,830
685
$1.92M 0.02%
65,658
+12,675
686
$1.92M 0.02%
38,425
+6,359
687
$1.91M 0.02%
10,085
-2,639
688
$1.91M 0.02%
30,692
-13,818
689
$1.91M 0.02%
147,583
-81,420
690
$1.91M 0.02%
56,587
-2,053
691
$1.9M 0.02%
70,814
-523
692
$1.9M 0.02%
83,600
-729
693
$1.9M 0.02%
77,736
+29,802
694
$1.88M 0.02%
51,203
-15,541
695
$1.88M 0.02%
76,110
+8,070
696
$1.88M 0.02%
14,153
-30,907
697
$1.88M 0.02%
27,449
+4,245
698
$1.87M 0.02%
21,383
+10,598
699
$1.87M 0.02%
30,860
-2,992
700
$1.86M 0.02%
55,652
+4,926
26 27
28
29 30