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
726
$1.76M 0.02%
156,888
+106,320
727
$1.74M 0.02%
21,573
-43,367
728
$1.74M 0.02%
74,493
+45,608
729
$1.73M 0.02%
134,540
+12,923
730
$1.73M 0.02%
127,974
+15,244
731
$1.73M 0.02%
91,310
-8,810
732
$1.73M 0.02%
34,133
+9,843
733
$1.72M 0.02%
79,314
+10,894
734
$1.72M 0.02%
217,733
+202,472
735
$1.72M 0.02%
72,192
+14,689
736
$1.72M 0.02%
50,158
-92,940
737
$1.71M 0.02%
153,104
-193
738
$1.7M 0.02%
42,346
-13,085
739
$1.69M 0.02%
63,116
-23,043
740
$1.69M 0.02%
98,223
-3,093
741
$1.69M 0.02%
34,724
-41,226
742
$1.69M 0.02%
77,269
-192,193
743
$1.68M 0.02%
25,840
+11,309
744
$1.67M 0.02%
60,599
+16,851
745
$1.67M 0.02%
53,944
-159,739
746
$1.66M 0.02%
62,672
-10,322
747
$1.65M 0.02%
69,144
-22,979
748
$1.64M 0.02%
417,086
-137,996
749
$1.64M 0.02%
82,020
+65,078
750
$1.63M 0.02%
+103,710
28 29
30
31 32