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
1076
$830K 0.01%
48,667
-18,119
1077
$830K 0.01%
59,506
+3,417
1078
$829K 0.01%
6,517
+73
1079
$828K 0.01%
289,574
-905
1080
$823K 0.01%
19,894
-76,702
1081
$823K 0.01%
46,241
-34,478
1082
$823K 0.01%
33,311
+15,305
1083
$822K 0.01%
8,262
-2,551
1084
$822K 0.01%
11,088
-3,733
1085
$818K 0.01%
19,197
+1,291
1086
$815K 0.01%
11,094
-2,172
1087
$813K 0.01%
43,674
-59,130
1088
$812K 0.01%
31,823
+1,678
1089
$811K 0.01%
34,402
-39,553
1090
$810K 0.01%
14,958
+511
1091
$807K 0.01%
25,623
+4,065
1092
$807K 0.01%
16,347
-18,658
1093
$803K 0.01%
22,300
+1,030
1094
$800K 0.01%
7,554
-6,905
1095
$799K 0.01%
43,755
-6,405
1096
$799K 0.01%
27,780
-8,204
1097
$797K 0.01%
35,000
-5,372
1098
$796K 0.01%
7,767
+316
1099
$796K 0.01%
3,285
+357
1100
$795K 0.01%
46,198
-14,254
42 43
44
45 46