Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
51
$39M 0.37%
671,420
+15,020
52
$37.1M 0.36%
728,244
+312,220
53
$37.1M 0.36%
5,632,240
+893,680
54
$36.4M 0.35%
194,986
+7,381
55
$36M 0.35%
404,459
+38,029
56
$34.7M 0.33%
607,041
-255,860
57
$34M 0.33%
855,064
-97,252
58
$34M 0.33%
3,331,728
+229,626
59
$34M 0.33%
480,572
-13,191
60
$34M 0.33%
627,492
+41,513
61
$34M 0.33%
318,911
+75,016
62
$33.7M 0.32%
203,996
+47,812
63
$33.5M 0.32%
290,580
+24,307
64
$33.4M 0.32%
138,472
-2,093
65
$33.1M 0.32%
248,585
+210,377
66
$32.4M 0.31%
327,771
-42,381
67
$32.4M 0.31%
215,229
-23,129
68
$31.9M 0.31%
843,051
+65,088
69
$31.2M 0.3%
627,870
+271,019
70
$31.1M 0.3%
818,578
+78,195
71
$30.8M 0.3%
420,120
+3,219
72
$29M 0.28%
241,215
+16,886
73
$28.4M 0.27%
373,187
+24,827
74
$28.2M 0.27%
1,005,605
-157,338
75
$28M 0.27%
1,704,926
-361,810
1 2
3
4 5