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
1201
$669K 0.01%
525
+63
1202
$668K 0.01%
18,078
+5,747
1203
$667K 0.01%
29,098
+1,456
1204
$665K 0.01%
80,258
+98
1205
$664K 0.01%
5,475
-414
1206
$662K 0.01%
14,829
-1,714
1207
$661K 0.01%
6,571
-72
1208
$661K 0.01%
14,908
+3,184
1209
$659K 0.01%
38,464
-32,800
1210
$659K 0.01%
29,321
+1,439
1211
$657K 0.01%
19,464
+9,924
1212
$656K 0.01%
5,402
-322
1213
$653K 0.01%
11,590
+632
1214
$649K 0.01%
11,045
+13
1215
$649K 0.01%
12,978
-10,646
1216
$648K 0.01%
22,131
-2,560
1217
$645K 0.01%
28,498
+2,304
1218
$645K 0.01%
52,872
-279
1219
$645K 0.01%
12,615
-354
1220
$645K 0.01%
66,997
-12,107
1221
$645K 0.01%
12,321
+323
1222
$643K 0.01%
50,584
+4,726
1223
$642K 0.01%
11,652
-2,757
1224
$641K 0.01%
7,001
+1,463
1225
$641K 0.01%
147,394
-298,212
47 48
49
50 51