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
851
$1.28M 0.01%
45,012
-9,333
852
$1.28M 0.01%
35,623
-9,028
853
$1.28M 0.01%
57,279
+14,464
854
$1.28M 0.01%
34,525
+2,950
855
$1.28M 0.01%
46,989
+42,331
856
$1.28M 0.01%
120,946
+36,252
857
$1.28M 0.01%
40,819
-27,389
858
$1.27M 0.01%
7,288
-93
859
$1.26M 0.01%
62,685
-14,310
860
$1.26M 0.01%
19,175
+10,223
861
$1.26M 0.01%
68,307
862
$1.26M 0.01%
56,658
+1,321
863
$1.25M 0.01%
59,375
+1,314
864
$1.25M 0.01%
24,822
+21
865
$1.25M 0.01%
123,734
-2,179
866
$1.25M 0.01%
11,254
+909
867
$1.25M 0.01%
20,479
-34,961
868
$1.25M 0.01%
+23,028
869
$1.25M 0.01%
32,428
-4,878
870
$1.25M 0.01%
31,756
+1,203
871
$1.24M 0.01%
24,975
-15,088
872
$1.24M 0.01%
12,475
+436
873
$1.24M 0.01%
40,418
+1,264
874
$1.24M 0.01%
73,218
+48,038
875
$1.23M 0.01%
195,357
-58,062
33 34
35
36 37