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
926
$1.09M 0.01%
34,814
+6,967
927
$1.09M 0.01%
92,858
-7,243
928
$1.09M 0.01%
64,225
+15,935
929
$1.08M 0.01%
67,194
+42,232
930
$1.08M 0.01%
77,376
+40,234
931
$1.08M 0.01%
81,439
-77,986
932
$1.08M 0.01%
9,021
+84
933
$1.08M 0.01%
163,867
+8,609
934
$1.08M 0.01%
9,925
-1,341
935
$1.08M 0.01%
88,309
-28,544
936
$1.07M 0.01%
14,893
-1,406
937
$1.07M 0.01%
12,827
+2,399
938
$1.07M 0.01%
11,475
-699
939
$1.07M 0.01%
10,506
-41,803
940
$1.06M 0.01%
47,309
-4,051
941
$1.06M 0.01%
61,995
-6,055
942
$1.06M 0.01%
14,079
-65,488
943
$1.05M 0.01%
3,549
-986
944
$1.05M 0.01%
79,977
+30,623
945
$1.05M 0.01%
42,376
-1,559
946
$1.05M 0.01%
10,682
-259
947
$1.05M 0.01%
13,880
+2,510
948
$1.04M 0.01%
85,502
+15,595
949
$1.04M 0.01%
+41,116
950
$1.03M 0.01%
30,237
+361
36 37
38
39 40