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
751
$1.63M 0.02%
59,497
-17,377
752
$1.62M 0.02%
56,986
-217
753
$1.62M 0.02%
29,441
-9,549
754
$1.62M 0.02%
8,022
+181
755
$1.62M 0.02%
11,842
-740
756
$1.62M 0.02%
25,703
-1,511
757
$1.62M 0.02%
15,785
+2,864
758
$1.6M 0.02%
19,861
+2,426
759
$1.6M 0.02%
320,203
-11,830
760
$1.6M 0.02%
85,699
+12,407
761
$1.6M 0.02%
128,535
+33,622
762
$1.6M 0.02%
203,030
+2,104
763
$1.6M 0.02%
28,278
+420
764
$1.59M 0.02%
15,780
-97,774
765
$1.59M 0.02%
33,283
+5,004
766
$1.57M 0.02%
341,058
-15,636
767
$1.56M 0.02%
31,761
+13,402
768
$1.56M 0.02%
38,223
-5,519
769
$1.56M 0.01%
51,117
-3,718
770
$1.55M 0.01%
146,243
+14,511
771
$1.55M 0.01%
43,431
-6,056
772
$1.53M 0.01%
29,914
-1,337
773
$1.53M 0.01%
16,142
-5,903
774
$1.53M 0.01%
33,666
-714
775
$1.53M 0.01%
49,350
-133,929
29 30
31
32 33