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
1401
$466K ﹤0.01%
6,580
-1,183
1402
$466K ﹤0.01%
10,995
-61,023
1403
$466K ﹤0.01%
+19,700
1404
$465K ﹤0.01%
24,387
+4,091
1405
$465K ﹤0.01%
10,692
-3,799
1406
$464K ﹤0.01%
14,165
+1,384
1407
$464K ﹤0.01%
14,404
+881
1408
$461K ﹤0.01%
18,449
-50
1409
$461K ﹤0.01%
8,021
+5,087
1410
$460K ﹤0.01%
28,425
-203,478
1411
$460K ﹤0.01%
19,948
+4,432
1412
$459K ﹤0.01%
+19,081
1413
$457K ﹤0.01%
+17,687
1414
$456K ﹤0.01%
18,825
-3,090
1415
$456K ﹤0.01%
25,145
-4,906
1416
$455K ﹤0.01%
31,504
+24,704
1417
$454K ﹤0.01%
+19,255
1418
$453K ﹤0.01%
7,522
+2,581
1419
$453K ﹤0.01%
13,989
-86
1420
$451K ﹤0.01%
35,929
-6,440
1421
$451K ﹤0.01%
11,946
+3,860
1422
$451K ﹤0.01%
3,612
+11
1423
$451K ﹤0.01%
+17,381
1424
$451K ﹤0.01%
36,435
+5,944
1425
$450K ﹤0.01%
9,338
+3,422
55 56
57
58 59