Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 4.8%
3 Financials 4.52%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21.4M 0.21%
671,465
+73,107
102
$20.9M 0.2%
73,359
+9,784
103
$20.8M 0.2%
638,319
-94,577
104
$20.7M 0.2%
258,722
-85,091
105
$20.6M 0.2%
972,345
+193,220
106
$20.6M 0.2%
356,408
-5,590
107
$20.5M 0.2%
255,109
-97,324
108
$20.4M 0.2%
472,246
-317,065
109
$20.4M 0.2%
405,747
+389,233
110
$20.4M 0.2%
787,653
-102,980
111
$19.9M 0.19%
512,645
+98,449
112
$19.9M 0.19%
144,646
+14,621
113
$19.9M 0.19%
403,148
-51,520
114
$19.8M 0.19%
598,113
-129,195
115
$19.8M 0.19%
333,051
+68,554
116
$19.6M 0.19%
197,806
-2,448
117
$19.4M 0.19%
91,591
+4,518
118
$19.4M 0.19%
292,613
-1,753
119
$19.2M 0.18%
257,420
+136,590
120
$19.1M 0.18%
241,858
+10,244
121
$18.8M 0.18%
312,900
+784
122
$18.7M 0.18%
58,801
+4,817
123
$18.5M 0.18%
386,482
-165,780
124
$18.4M 0.18%
418,864
+82,486
125
$18.1M 0.17%
109,259
+8,666
3 4
5
6 7