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
1151
$722K 0.01%
85,418
+25,180
1152
$720K 0.01%
19,957
+2,130
1153
$720K 0.01%
2,899
+704
1154
$719K 0.01%
32,630
+7,604
1155
$717K 0.01%
9,216
-67,168
1156
$715K 0.01%
8,522
+482
1157
$712K 0.01%
12,464
-5,041
1158
$710K 0.01%
16,088
+1,869
1159
$710K 0.01%
72,637
+2,092
1160
$709K 0.01%
27,387
+185
1161
$709K 0.01%
31,409
-4,968
1162
$708K 0.01%
80,466
+2,663
1163
$707K 0.01%
+29,648
1164
$706K 0.01%
558
+151
1165
$705K 0.01%
42,576
-5,052
1166
$704K 0.01%
134,431
+31,969
1167
$700K 0.01%
17,032
-2,353
1168
$700K 0.01%
41,392
-18,183
1169
$700K 0.01%
10,905
+3,205
1170
$699K 0.01%
15,792
-21,328
1171
$698K 0.01%
28,422
-53,355
1172
$697K 0.01%
29,604
-6,764
1173
$696K 0.01%
30,879
+951
1174
$694K 0.01%
19,646
-1,177
1175
$694K 0.01%
82,104
+1,037
45 46
47
48 49