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 4.79%
3 Financials 4.53%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.44M 0.01%
52,548
-780
802
$1.44M 0.01%
59,440
+3,897
803
$1.43M 0.01%
32,124
-8,190
804
$1.42M 0.01%
20,721
+2,667
805
$1.41M 0.01%
144,589
+2,511
806
$1.41M 0.01%
60,063
-12,347
807
$1.41M 0.01%
50,703
-5,949
808
$1.41M 0.01%
2,251
+66
809
$1.41M 0.01%
45,990
-4,954
810
$1.4M 0.01%
43,017
+11,063
811
$1.4M 0.01%
1,658
-109
812
$1.4M 0.01%
37,183
-12,730
813
$1.4M 0.01%
25,598
-343
814
$1.4M 0.01%
90,480
+35,740
815
$1.4M 0.01%
20,065
-164,970
816
$1.4M 0.01%
68,356
+14,682
817
$1.39M 0.01%
38,654
-21,962
818
$1.38M 0.01%
45,924
-16,293
819
$1.38M 0.01%
13,370
+273
820
$1.38M 0.01%
28,236
+2,980
821
$1.37M 0.01%
58,107
-7,377
822
$1.37M 0.01%
30,182
-6,488
823
$1.36M 0.01%
65,983
-7,063
824
$1.36M 0.01%
33,090
-9,115
825
$1.34M 0.01%
67,459
+25,676
31 32
33
34 35