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
1326
$533K 0.01%
16,624
-755
1327
$532K 0.01%
14,819
-4,559
1328
$531K 0.01%
16,940
1329
$530K 0.01%
3,601
+891
1330
$529K 0.01%
35,498
+23,788
1331
$526K 0.01%
18,540
+4,316
1332
$526K 0.01%
2,866
+707
1333
$525K 0.01%
1,204
-99
1334
$525K 0.01%
24,706
+432
1335
$524K 0.01%
27,854
+13,262
1336
$524K 0.01%
19,559
+3,340
1337
$522K 0.01%
7,332
+8
1338
$522K 0.01%
93,718
+8,764
1339
$521K 0.01%
13,548
-733
1340
$521K 0.01%
11,855
+250
1341
$521K 0.01%
8,464
+5
1342
$521K 0.01%
19,321
+2,135
1343
$521K 0.01%
562
-325
1344
$520K 0.01%
19,865
-1,036
1345
$519K 0.01%
+16,395
1346
$519K 0.01%
36,236
-9,916
1347
$517K 0.01%
+56,473
1348
$515K ﹤0.01%
10,969
+5,726
1349
$513K ﹤0.01%
15,328
+10,240
1350
$512K ﹤0.01%
+23,601
52 53
54
55 56