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
1451
$429K ﹤0.01%
+13,022
1452
$428K ﹤0.01%
8,693
+89
1453
$428K ﹤0.01%
44,421
+4,576
1454
$428K ﹤0.01%
+12,066
1455
$427K ﹤0.01%
3,140
-54
1456
$427K ﹤0.01%
137,657
+29,977
1457
$426K ﹤0.01%
14,951
+3,561
1458
$426K ﹤0.01%
11,799
-19,932
1459
$425K ﹤0.01%
12,783
-1,550
1460
$424K ﹤0.01%
9,651
+447
1461
$424K ﹤0.01%
1,925
-233
1462
$424K ﹤0.01%
16,886
+1,198
1463
$423K ﹤0.01%
58,413
-65,618
1464
$422K ﹤0.01%
+27,050
1465
$422K ﹤0.01%
6,268
+3,608
1466
$422K ﹤0.01%
+18,325
1467
$421K ﹤0.01%
4,668
+266
1468
$421K ﹤0.01%
8,453
-1,408
1469
$421K ﹤0.01%
20,077
+8,986
1470
$421K ﹤0.01%
38,533
+1,152
1471
$421K ﹤0.01%
23,435
-1,862
1472
$420K ﹤0.01%
15,613
-31,827
1473
$420K ﹤0.01%
7,633
+55
1474
$418K ﹤0.01%
11,864
-3,765
1475
$417K ﹤0.01%
4,508
+70
57 58
59
60 61