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
1426
$448K ﹤0.01%
15,684
-19,689
1427
$448K ﹤0.01%
9,591
+4,621
1428
$446K ﹤0.01%
16,679
-9,801
1429
$445K ﹤0.01%
20,168
+10,207
1430
$444K ﹤0.01%
10,600
+1,600
1431
$444K ﹤0.01%
55,616
-35
1432
$443K ﹤0.01%
+744
1433
$441K ﹤0.01%
7,190
-479
1434
$441K ﹤0.01%
24,324
-379
1435
$441K ﹤0.01%
11,694
-12,338
1436
$440K ﹤0.01%
5,367
+135
1437
$440K ﹤0.01%
39,076
+10,477
1438
$439K ﹤0.01%
+20,274
1439
$439K ﹤0.01%
17,810
-1,728
1440
$437K ﹤0.01%
23,855
-2,132
1441
$437K ﹤0.01%
9,869
+2,140
1442
$435K ﹤0.01%
20,883
+1,165
1443
$435K ﹤0.01%
132,072
+28,640
1444
$432K ﹤0.01%
7,580
+271
1445
$432K ﹤0.01%
24,014
+3,972
1446
$432K ﹤0.01%
3,195
+431
1447
$431K ﹤0.01%
62,920
+2,703
1448
$431K ﹤0.01%
97,432
+4,851
1449
$430K ﹤0.01%
23,743
-6,865
1450
$430K ﹤0.01%
16,139
-4,563
56 57
58
59 60