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
1251
$612K 0.01%
13,195
+2,848
1252
$612K 0.01%
+6,259
1253
$612K 0.01%
26,206
+10,481
1254
$609K 0.01%
18,595
+16
1255
$609K 0.01%
3,094
+488
1256
$609K 0.01%
5,928
-420
1257
$607K 0.01%
20,069
-1,903
1258
$606K 0.01%
45,317
+832
1259
$606K 0.01%
67,592
+13,839
1260
$604K 0.01%
18,346
-1,070
1261
$603K 0.01%
+24,695
1262
$600K 0.01%
27,000
1263
$600K 0.01%
4,288
+2,708
1264
$599K 0.01%
24,710
-2,221
1265
$599K 0.01%
40,615
+29,876
1266
$598K 0.01%
+16,825
1267
$597K 0.01%
72,982
-4,039
1268
$596K 0.01%
28,975
+3,421
1269
$595K 0.01%
5,937
-307
1270
$594K 0.01%
25,143
-5,941
1271
$592K 0.01%
30,051
+7,355
1272
$589K 0.01%
22,523
+983
1273
$588K 0.01%
16,506
-12,351
1274
$585K 0.01%
77,434
-16,568
1275
$584K 0.01%
23,687
+13,920
49 50
51
52 53