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 4.8%
3 Financials 4.52%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18M 0.17%
169,443
+8,511
127
$17.9M 0.17%
1,796,848
-351,080
128
$17.6M 0.17%
151,755
+1,042
129
$17.4M 0.17%
641,452
-278,868
130
$17.4M 0.17%
313,327
-13,034
131
$17.3M 0.17%
85,490
-552
132
$17.2M 0.16%
312,612
-47,022
133
$16.9M 0.16%
418,170
+288,796
134
$16.7M 0.16%
1,291,888
-974,684
135
$16.6M 0.16%
190,825
-190,356
136
$16.5M 0.16%
408,274
+164,833
137
$16.5M 0.16%
340,393
-50,213
138
$16.4M 0.16%
1,092,825
-692,409
139
$16.3M 0.16%
517,489
+30,734
140
$16.2M 0.16%
182,831
-111,559
141
$16M 0.15%
613,201
+353,192
142
$15.8M 0.15%
291,267
+2,530
143
$15.7M 0.15%
404,973
+6,784
144
$15.5M 0.15%
235,974
+24,518
145
$15.5M 0.15%
137,254
+4,280
146
$15.4M 0.15%
507,378
+172,770
147
$15.4M 0.15%
115,073
-15,370
148
$15.3M 0.15%
169,914
-5,589
149
$15.3M 0.15%
208,204
-44,119
150
$15.2M 0.15%
105,399
+8,629
4 5
6
7 8