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
1276
$583K 0.01%
32,837
-3,095
1277
$583K 0.01%
29,830
-13,650
1278
$580K 0.01%
+64,065
1279
$574K 0.01%
15,301
+237
1280
$574K 0.01%
+22,496
1281
$574K 0.01%
3,771
+200
1282
$573K 0.01%
16,786
-5,096
1283
$572K 0.01%
7,096
+649
1284
$571K 0.01%
63,537
-1,670
1285
$570K 0.01%
13,642
-365
1286
$570K 0.01%
27,844
+806
1287
$569K 0.01%
135,078
+52,473
1288
$568K 0.01%
48,094
+28,408
1289
$568K 0.01%
25,384
-11,528
1290
$567K 0.01%
16,734
-3,245
1291
$567K 0.01%
+31,471
1292
$563K 0.01%
36,793
+8,932
1293
$562K 0.01%
10,221
-943
1294
$561K 0.01%
35,290
+4,461
1295
$561K 0.01%
+24,308
1296
$560K 0.01%
14,491
-2,668
1297
$558K 0.01%
30,059
+11,000
1298
$553K 0.01%
10,088
-612
1299
$552K 0.01%
28,389
-134
1300
$552K 0.01%
11,506
+501
50 51
52
53 54