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
976
$987K 0.01%
25,279
+1,369
977
$987K 0.01%
14,019
-6,718
978
$985K 0.01%
39,412
+11,381
979
$984K 0.01%
85,005
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980
$982K 0.01%
10,650
-2,490
981
$981K 0.01%
37,910
-70,990
982
$980K 0.01%
21,740
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983
$976K 0.01%
20,286
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984
$976K 0.01%
13,614
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985
$975K 0.01%
201,481
-53,632
986
$973K 0.01%
19,723
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987
$972K 0.01%
12,468
+1,825
988
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145,157
-17,300
989
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13,471
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993
$967K 0.01%
60,609
+49,082
994
$967K 0.01%
10,770
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995
$964K 0.01%
11,823
+2,225
996
$964K 0.01%
205,575
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997
$962K 0.01%
76,966
-3,458
998
$961K 0.01%
15,449
-5,227
999
$958K 0.01%
14,505
-2,951
1000
$950K 0.01%
120,721
+18,428
38 39
40
41 42