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
1026
$893K 0.01%
17,279
+1,314
1027
$890K 0.01%
14,746
+821
1028
$890K 0.01%
28,197
+21,040
1029
$889K 0.01%
15,022
-3,972
1030
$888K 0.01%
19,064
-401
1031
$887K 0.01%
106,623
-1,597
1032
$886K 0.01%
16,455
+4,066
1033
$885K 0.01%
59,730
-6,692
1034
$884K 0.01%
7,053
-151
1035
$883K 0.01%
59,449
+8,605
1036
$882K 0.01%
27,408
+12,573
1037
$881K 0.01%
92,201
+49,550
1038
$881K 0.01%
+39,135
1039
$875K 0.01%
167,214
+21,886
1040
$874K 0.01%
38,808
+4,986
1041
$873K 0.01%
16,023
-636
1042
$872K 0.01%
2,942
+582
1043
$868K 0.01%
64,359
+8,336
1044
$868K 0.01%
4,322
-276
1045
$866K 0.01%
68,652
-1,252
1046
$866K 0.01%
49,330
+17,520
1047
$866K 0.01%
69,058
-39,994
1048
$865K 0.01%
10,005
-4,022
1049
$864K 0.01%
16,862
-512
1050
$864K 0.01%
11,079
-3,096
40 41
42
43 44