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
1001
$948K 0.01%
17,028
+10,989
1002
$946K 0.01%
2,183
+764
1003
$945K 0.01%
5,728
+666
1004
$936K 0.01%
7,217
+2,846
1005
$934K 0.01%
50,267
+1,666
1006
$933K 0.01%
112,896
+33,570
1007
$932K 0.01%
129,453
+74,120
1008
$932K 0.01%
90,909
+42,167
1009
$926K 0.01%
+40,963
1010
$923K 0.01%
16,841
-292
1011
$923K 0.01%
33,774
-1,259
1012
$919K 0.01%
38,307
-9,808
1013
$914K 0.01%
6,335
-3,315
1014
$913K 0.01%
5,732
-582
1015
$910K 0.01%
20,159
-576
1016
$909K 0.01%
24,480
-4,663
1017
$909K 0.01%
16,077
+1,958
1018
$908K 0.01%
15,263
+686
1019
$907K 0.01%
18,634
-1,934
1020
$905K 0.01%
+11,385
1021
$901K 0.01%
183,825
+6,120
1022
$901K 0.01%
33,120
+23,520
1023
$899K 0.01%
5,689
+2,044
1024
$894K 0.01%
4,226
+403
1025
$893K 0.01%
69,138
+9,590
39 40
41
42 43