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
1226
$640K 0.01%
10,994
+892
1227
$639K 0.01%
138,574
+9,564
1228
$638K 0.01%
20,646
-904
1229
$637K 0.01%
85,876
-22,623
1230
$637K 0.01%
2,816
+602
1231
$635K 0.01%
48,920
-3,390
1232
$633K 0.01%
61,261
-5,500
1233
$632K 0.01%
34,290
+14,235
1234
$631K 0.01%
16,324
-472
1235
$630K 0.01%
37,770
+5,594
1236
$630K 0.01%
98,147
+52,076
1237
$629K 0.01%
29,271
+11,374
1238
$629K 0.01%
13,985
-2,461
1239
$627K 0.01%
15,757
+3,315
1240
$627K 0.01%
6,719
-6,227
1241
$625K 0.01%
52,595
+10,130
1242
$625K 0.01%
38,864
+254
1243
$623K 0.01%
60,119
-15,557
1244
$622K 0.01%
+15,140
1245
$622K 0.01%
38,655
-1,365
1246
$617K 0.01%
9,470
+1,859
1247
$616K 0.01%
27,133
+1,267
1248
$616K 0.01%
6,242
+987
1249
$615K 0.01%
7,352
+890
1250
$613K 0.01%
26,372
+1,997
48 49
50
51 52