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
826
$1.34M 0.01%
10,994
+928
827
$1.34M 0.01%
64,134
+7,741
828
$1.34M 0.01%
33,140
-9,429
829
$1.34M 0.01%
132,353
+56,197
830
$1.34M 0.01%
12,120
-4,100
831
$1.34M 0.01%
7,646
+3,106
832
$1.33M 0.01%
73,388
-5,565
833
$1.33M 0.01%
26,874
-1,558
834
$1.33M 0.01%
26,481
+21,854
835
$1.32M 0.01%
42,041
+35,820
836
$1.32M 0.01%
62,828
+28,692
837
$1.32M 0.01%
58,492
-31,320
838
$1.31M 0.01%
20,658
-6,434
839
$1.31M 0.01%
100,725
+18,645
840
$1.31M 0.01%
23,460
+3,239
841
$1.3M 0.01%
97,705
-18,745
842
$1.3M 0.01%
26,005
-997
843
$1.3M 0.01%
12,652
-2,763
844
$1.3M 0.01%
31,743
+2,936
845
$1.3M 0.01%
30,095
-2,671
846
$1.29M 0.01%
285,836
+16,146
847
$1.29M 0.01%
94,032
-4,996
848
$1.29M 0.01%
39,386
-287
849
$1.29M 0.01%
93,487
-53,298
850
$1.28M 0.01%
39,435
-6,698
32 33
34
35 36