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
1051
$863K 0.01%
102,967
-68,661
1052
$863K 0.01%
35,641
-41,794
1053
$861K 0.01%
40,407
+7,401
1054
$856K 0.01%
76,064
-74,482
1055
$854K 0.01%
13,014
+915
1056
$853K 0.01%
12,122
-11,977
1057
$851K 0.01%
18,426
-8,803
1058
$851K 0.01%
55,814
+1,132
1059
$850K 0.01%
130,214
+71,268
1060
$849K 0.01%
77,457
+73,478
1061
$848K 0.01%
47,997
+1,493
1062
$847K 0.01%
31,411
-648
1063
$845K 0.01%
24,857
-14,249
1064
$842K 0.01%
22,432
-20,207
1065
$840K 0.01%
15,448
+2,155
1066
$838K 0.01%
14,271
-38
1067
$837K 0.01%
22,149
+9,779
1068
$836K 0.01%
7,686
-702
1069
$834K 0.01%
9,933
-27,484
1070
$833K 0.01%
75,382
-11,939
1071
$832K 0.01%
10,884
+459
1072
$832K 0.01%
19,624
-21,680
1073
$831K 0.01%
12,577
-14,128
1074
$831K 0.01%
83,010
+11,850
1075
$831K 0.01%
11,269
+3,368
41 42
43
44 45