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
1101
$795K 0.01%
19,893
+2,476
1102
$791K 0.01%
30,696
-25,365
1103
$790K 0.01%
2,734
-1,952
1104
$786K 0.01%
20,977
+9,724
1105
$785K 0.01%
35,341
+13,247
1106
$784K 0.01%
9,458
+1,320
1107
$783K 0.01%
30,091
+1,861
1108
$779K 0.01%
30,694
+1,839
1109
$778K 0.01%
27,694
-14,267
1110
$777K 0.01%
15,943
+3,652
1111
$777K 0.01%
19,919
-22,235
1112
$777K 0.01%
14,629
+2,175
1113
$775K 0.01%
11,816
-11,193
1114
$774K 0.01%
15,399
-532
1115
$773K 0.01%
2,478
-2,277
1116
$773K 0.01%
8,034
+288
1117
$768K 0.01%
14,426
+3,414
1118
$768K 0.01%
29,937
+6,076
1119
$763K 0.01%
24,306
-11,746
1120
$763K 0.01%
7,058
+785
1121
$760K 0.01%
12,240
-8,778
1122
$759K 0.01%
23,263
-10,985
1123
$758K 0.01%
29,481
+18,866
1124
$757K 0.01%
+34,993
1125
$757K 0.01%
21,028
+299
43 44
45
46 47