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
1351
$511K ﹤0.01%
22,446
-21,235
1352
$511K ﹤0.01%
3,944
-1,030
1353
$511K ﹤0.01%
134,391
+5,248
1354
$510K ﹤0.01%
34,046
+2,319
1355
$510K ﹤0.01%
33,186
+1,312
1356
$509K ﹤0.01%
10,271
+1,739
1357
$508K ﹤0.01%
8,072
+753
1358
$507K ﹤0.01%
3,251
+349
1359
$507K ﹤0.01%
35,857
-1,426
1360
$506K ﹤0.01%
23,136
-15,929
1361
$505K ﹤0.01%
376,616
-8,476
1362
$505K ﹤0.01%
22,580
+8,281
1363
$504K ﹤0.01%
35,278
-20,426
1364
$503K ﹤0.01%
82,118
-4,601
1365
$501K ﹤0.01%
6,731
+287
1366
$499K ﹤0.01%
112,815
-45,322
1367
$496K ﹤0.01%
68,094
+10,912
1368
$495K ﹤0.01%
56,375
-4,358
1369
$495K ﹤0.01%
5,065
+400
1370
$494K ﹤0.01%
21,230
1371
$493K ﹤0.01%
16,270
+1,425
1372
$493K ﹤0.01%
51,046
+5,149
1373
$492K ﹤0.01%
24,348
-7,018
1374
$491K ﹤0.01%
20,053
+7,393
1375
$489K ﹤0.01%
24,372
+2,602
53 54
55
56 57