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
701
$1.86M 0.02%
73,845
+3,910
702
$1.85M 0.02%
59,933
+21,217
703
$1.85M 0.02%
74,357
+3,485
704
$1.85M 0.02%
33,007
-22,021
705
$1.85M 0.02%
22,765
-1,454
706
$1.84M 0.02%
58,388
+18,960
707
$1.83M 0.02%
15,965
+8,414
708
$1.83M 0.02%
24,424
+1,578
709
$1.82M 0.02%
6,749
-77
710
$1.82M 0.02%
54,177
-12,246
711
$1.82M 0.02%
9,162
-22,694
712
$1.81M 0.02%
82,797
+734
713
$1.8M 0.02%
27,893
-10,799
714
$1.8M 0.02%
35,664
+19,721
715
$1.8M 0.02%
73,580
-10,063
716
$1.8M 0.02%
63,067
-79,955
717
$1.79M 0.02%
+121,793
718
$1.79M 0.02%
61,108
-11,091
719
$1.79M 0.02%
32,233
-711
720
$1.78M 0.02%
30,025
-3,442
721
$1.78M 0.02%
39,601
-9,569
722
$1.77M 0.02%
25,334
+11,406
723
$1.77M 0.02%
88,957
-2,672
724
$1.76M 0.02%
11,662
-1,613
725
$1.76M 0.02%
31,223
-76,999
27 28
29
30 31