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
1301
$551K 0.01%
32,965
+8,997
1302
$551K 0.01%
88,813
+8,233
1303
$550K 0.01%
+10,893
1304
$549K 0.01%
19,131
-1,882
1305
$549K 0.01%
74,736
-1,389
1306
$549K 0.01%
46,469
+6,909
1307
$548K 0.01%
4,776
-453
1308
$547K 0.01%
18,903
-37,867
1309
$547K 0.01%
16,328
-8,309
1310
$547K 0.01%
15,517
-264
1311
$546K 0.01%
108,267
+84,039
1312
$546K 0.01%
8,192
+2,752
1313
$544K 0.01%
11,879
-160
1314
$543K 0.01%
7,839
+44
1315
$543K 0.01%
9,960
+1,727
1316
$542K 0.01%
5,285
-816
1317
$541K 0.01%
25,042
+4,148
1318
$540K 0.01%
24,787
+4,656
1319
$537K 0.01%
12,146
+1,737
1320
$536K 0.01%
19,835
-6,619
1321
$535K 0.01%
21,610
+195
1322
$535K 0.01%
23,824
-12,192
1323
$535K 0.01%
24,651
+8,966
1324
$535K 0.01%
23,980
-866
1325
$534K 0.01%
76,130
-7,023
51 52
53
54 55