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
1476
$417K ﹤0.01%
6,856
-137
1477
$416K ﹤0.01%
14,863
-1,977
1478
$416K ﹤0.01%
21,903
+1,905
1479
$416K ﹤0.01%
15,613
-3,902
1480
$415K ﹤0.01%
8,147
-2,289
1481
$415K ﹤0.01%
10,130
-21,019
1482
$415K ﹤0.01%
22,301
-5,437
1483
$414K ﹤0.01%
18,027
-7,656
1484
$414K ﹤0.01%
14,950
+1,925
1485
$414K ﹤0.01%
38,828
-4,972
1486
$412K ﹤0.01%
72,977
-65,878
1487
$412K ﹤0.01%
35,662
+5,779
1488
$412K ﹤0.01%
+25,646
1489
$412K ﹤0.01%
78,555
+1,658
1490
$411K ﹤0.01%
7,433
-245
1491
$411K ﹤0.01%
23,836
+669
1492
$411K ﹤0.01%
9,494
+1,016
1493
$411K ﹤0.01%
5,865
+282
1494
$409K ﹤0.01%
44,379
-14,995
1495
$408K ﹤0.01%
+3,924
1496
$408K ﹤0.01%
11,103
-1,026
1497
$407K ﹤0.01%
22,730
-2,400
1498
$406K ﹤0.01%
32,398
-991
1499
$405K ﹤0.01%
3,145
-3,542
1500
$403K ﹤0.01%
13,153
+53
58 59
60
61 62