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
1126
$756K 0.01%
27,642
-49,874
1127
$756K 0.01%
24,120
+1,631
1128
$754K 0.01%
64,681
-4,285
1129
$753K 0.01%
24,032
-1,561
1130
$750K 0.01%
46,553
+1,288
1131
$750K 0.01%
22,235
+15,190
1132
$747K 0.01%
72,562
-2,619
1133
$745K 0.01%
17,204
-432
1134
$745K 0.01%
51,132
-48,184
1135
$743K 0.01%
31,855
-30,719
1136
$740K 0.01%
5,420
+332
1137
$740K 0.01%
40,833
-4,002
1138
$738K 0.01%
9,689
+209
1139
$735K 0.01%
29,999
-2,811
1140
$733K 0.01%
10,187
+2,191
1141
$732K 0.01%
87,810
+2,870
1142
$732K 0.01%
11,857
+787
1143
$730K 0.01%
12,070
+643
1144
$727K 0.01%
49,513
+16,243
1145
$726K 0.01%
21,081
-27,123
1146
$726K 0.01%
12,304
+1,905
1147
$726K 0.01%
39,778
+3,638
1148
$724K 0.01%
25,713
+491
1149
$723K 0.01%
+33,369
1150
$723K 0.01%
29,320
-4,000
44 45
46
47 48