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
901
$1.15M 0.01%
14,847
-127
902
$1.15M 0.01%
20,492
+618
903
$1.15M 0.01%
31,927
+2,006
904
$1.15M 0.01%
12,131
+3,548
905
$1.15M 0.01%
50,486
-1,085
906
$1.15M 0.01%
90,512
-22,816
907
$1.14M 0.01%
15,368
-400
908
$1.14M 0.01%
+23,820
909
$1.14M 0.01%
3,619
-548
910
$1.13M 0.01%
31,000
-10,743
911
$1.13M 0.01%
20,532
+4,356
912
$1.13M 0.01%
55,620
-1,260
913
$1.13M 0.01%
5,311
-383
914
$1.12M 0.01%
8,053
-1,295
915
$1.12M 0.01%
7,221
-1,494
916
$1.12M 0.01%
44,270
-10,323
917
$1.12M 0.01%
+52,555
918
$1.11M 0.01%
64,694
+8,923
919
$1.11M 0.01%
19,339
-21,296
920
$1.11M 0.01%
9,144
-161
921
$1.1M 0.01%
65,650
+5,776
922
$1.1M 0.01%
19,429
-8,362
923
$1.1M 0.01%
15,375
+6,657
924
$1.1M 0.01%
33,100
-1,511
925
$1.09M 0.01%
47,205
-4,653
35 36
37
38 39