Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 4.8%
3 Financials 4.52%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.8M 0.27%
82,143
+6,938
77
$27.2M 0.26%
245,250
+167,132
78
$26.5M 0.25%
673,749
+60,066
79
$26.1M 0.25%
374,152
-186,827
80
$26M 0.25%
309,656
+7,870
81
$25.9M 0.25%
226,150
-40,167
82
$25.3M 0.24%
191,817
+40,907
83
$25.2M 0.24%
67,132
+11,441
84
$25.1M 0.24%
316,739
-13,447
85
$24.9M 0.24%
466,076
-73,477
86
$24.5M 0.24%
414,893
-306,837
87
$24.4M 0.23%
253,906
-51,571
88
$24.3M 0.23%
334,951
+9,570
89
$24.2M 0.23%
162,244
+60,417
90
$23.8M 0.23%
122,611
+9,835
91
$23.6M 0.23%
492,923
-93,571
92
$23.5M 0.23%
94,096
-8,942
93
$23.2M 0.22%
416,624
+11,874
94
$23.1M 0.22%
105,543
-75,817
95
$22.5M 0.22%
277,265
-126,151
96
$22.4M 0.21%
189,019
-23,078
97
$22.3M 0.21%
210,305
+17,475
98
$21.9M 0.21%
495,928
-13,589
99
$21.8M 0.21%
191,350
+33,541
100
$21.6M 0.21%
130,890
-7,248
2 3
4
5 6