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
776
$1.52M 0.01%
154,274
-39,542
777
$1.52M 0.01%
90,511
-20,100
778
$1.52M 0.01%
50,497
-3,230
779
$1.51M 0.01%
54,088
-27,641
780
$1.51M 0.01%
80,585
+67,928
781
$1.5M 0.01%
35,409
+1,327
782
$1.5M 0.01%
+13,563
783
$1.49M 0.01%
32,766
-736
784
$1.49M 0.01%
21,600
-4,958
785
$1.48M 0.01%
25,312
+4,564
786
$1.48M 0.01%
40,737
+7,225
787
$1.48M 0.01%
11,389
-730
788
$1.47M 0.01%
17,532
-532
789
$1.47M 0.01%
314,272
790
$1.46M 0.01%
31,479
+1,282
791
$1.46M 0.01%
12,216
+120
792
$1.46M 0.01%
197,978
+4,518
793
$1.46M 0.01%
14,582
-346
794
$1.46M 0.01%
41,188
+3,512
795
$1.46M 0.01%
19,217
-2,606
796
$1.45M 0.01%
72,649
+15,922
797
$1.45M 0.01%
21,502
-36,529
798
$1.45M 0.01%
102,800
+29,166
799
$1.45M 0.01%
92,458
-41,182
800
$1.44M 0.01%
53,576
+23,823
30 31
32
33 34