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
876
$1.22M 0.01%
12,071
-8,970
877
$1.22M 0.01%
51,352
-3,200
878
$1.22M 0.01%
23,119
-123,057
879
$1.22M 0.01%
13,629
-3,170
880
$1.21M 0.01%
35,712
-4,284
881
$1.21M 0.01%
57,056
+10,313
882
$1.21M 0.01%
68,746
-30,470
883
$1.21M 0.01%
77,110
-8,150
884
$1.2M 0.01%
13,389
+391
885
$1.2M 0.01%
135,422
-12,485
886
$1.2M 0.01%
86,327
+9,004
887
$1.2M 0.01%
21,743
+2,359
888
$1.19M 0.01%
44,758
+7,741
889
$1.19M 0.01%
32,943
+2,362
890
$1.19M 0.01%
32,043
-13,575
891
$1.19M 0.01%
17,660
+3,448
892
$1.18M 0.01%
122,433
+170
893
$1.18M 0.01%
277,008
-4,604
894
$1.18M 0.01%
41,570
+11,599
895
$1.17M 0.01%
59,240
-28,734
896
$1.17M 0.01%
17,048
-1,521
897
$1.17M 0.01%
24,482
-317
898
$1.16M 0.01%
26,606
+3,077
899
$1.16M 0.01%
52,616
+2,900
900
$1.16M 0.01%
106,987
+19,284
34 35
36
37 38