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
1376
$488K ﹤0.01%
39,638
-4,349
1377
$488K ﹤0.01%
14,104
+3,750
1378
$488K ﹤0.01%
39,682
+9,898
1379
$487K ﹤0.01%
47,501
+2,277
1380
$484K ﹤0.01%
9,967
+1,722
1381
$483K ﹤0.01%
37,486
+8,844
1382
$482K ﹤0.01%
5,644
+355
1383
$481K ﹤0.01%
49,487
-289,498
1384
$481K ﹤0.01%
10,615
+3,979
1385
$480K ﹤0.01%
20,057
+3,221
1386
$478K ﹤0.01%
+18,747
1387
$476K ﹤0.01%
+8,500
1388
$476K ﹤0.01%
9,278
+992
1389
$472K ﹤0.01%
6,840
+2,613
1390
$471K ﹤0.01%
43,525
+5,908
1391
$471K ﹤0.01%
3,125
1392
$471K ﹤0.01%
31,494
+3,128
1393
$470K ﹤0.01%
+11,268
1394
$470K ﹤0.01%
1,804
-6,090
1395
$470K ﹤0.01%
7,014
-3,299
1396
$469K ﹤0.01%
9,804
-804
1397
$468K ﹤0.01%
19,129
+1,428
1398
$468K ﹤0.01%
10,081
+568
1399
$467K ﹤0.01%
20,730
-11,798
1400
$467K ﹤0.01%
4,029
+712
54 55
56
57 58