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
951
$1.03M 0.01%
3,187
+282
952
$1.03M 0.01%
11,776
-3,799
953
$1.03M 0.01%
20,656
-9,092
954
$1.03M 0.01%
45,449
-16,050
955
$1.03M 0.01%
45,598
-6,097
956
$1.02M 0.01%
25,640
-38,639
957
$1.02M 0.01%
110,476
-4,038
958
$1.02M 0.01%
64,249
+8,009
959
$1.02M 0.01%
13,463
+3,014
960
$1.02M 0.01%
25,623
-8,404
961
$1.02M 0.01%
18,460
+1,721
962
$1.02M 0.01%
47,190
-16,083
963
$1.02M 0.01%
12,315
-1,066
964
$1.01M 0.01%
44,809
+8,264
965
$1.01M 0.01%
15,654
-3,544
966
$1.01M 0.01%
28,260
+4,571
967
$1.01M 0.01%
29,645
+12,375
968
$1M 0.01%
23,206
+200
969
$1M 0.01%
63,322
-104,455
970
$999K 0.01%
+40,437
971
$997K 0.01%
7,566
+2,564
972
$996K 0.01%
13,267
+5,094
973
$992K 0.01%
40,458
-18,099
974
$992K 0.01%
14,860
+50
975
$988K 0.01%
13,800
-246
37 38
39
40 41