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
1176
$693K 0.01%
54,752
+32,932
1177
$692K 0.01%
122,837
-881
1178
$690K 0.01%
19,578
-83,761
1179
$690K 0.01%
5,030
+3,039
1180
$688K 0.01%
25,021
-2,156
1181
$688K 0.01%
28,476
+13,829
1182
$688K 0.01%
32,202
+7,998
1183
$685K 0.01%
7,888
-311
1184
$685K 0.01%
44,426
-6,147
1185
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15,465
+716
1186
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22,132
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$680K 0.01%
18,024
+6,165
1188
$680K 0.01%
10,441
+2,853
1189
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2,320
-131
1190
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36,469
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$676K 0.01%
3,814
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1192
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67,495
+41,413
1193
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4,021
-5,305
1194
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15,714
-11
1195
$672K 0.01%
7,217
-1,411
1196
$672K 0.01%
20,140
+1,195
1197
$672K 0.01%
12,855
-10,624
1198
$672K 0.01%
26,533
+308
1199
$671K 0.01%
40,656
-4,201
1200
$670K 0.01%
23,120
+674
46 47
48
49 50