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
1501
$402K ﹤0.01%
2,213
+837
1502
$402K ﹤0.01%
104,454
-8,718
1503
$402K ﹤0.01%
4,061
-1,671
1504
$401K ﹤0.01%
+11,253
1505
$401K ﹤0.01%
204,824
+14,144
1506
$399K ﹤0.01%
120,302
+3,850
1507
$399K ﹤0.01%
8,233
+188
1508
$394K ﹤0.01%
454
-4
1509
$394K ﹤0.01%
25,167
-2,979
1510
$393K ﹤0.01%
1,502
+125
1511
$393K ﹤0.01%
23,104
-8,513
1512
$391K ﹤0.01%
11,815
-391
1513
$390K ﹤0.01%
19,286
-18,706
1514
$390K ﹤0.01%
15,921
+3,303
1515
$390K ﹤0.01%
23,882
+765
1516
$389K ﹤0.01%
21,498
-10,479
1517
$389K ﹤0.01%
17,639
+8,339
1518
$389K ﹤0.01%
14,256
+579
1519
$389K ﹤0.01%
8,106
-3,594
1520
$388K ﹤0.01%
17,386
+4,835
1521
$388K ﹤0.01%
6,055
-1,414
1522
$387K ﹤0.01%
+40,515
1523
$386K ﹤0.01%
76,375
+2,985
1524
$385K ﹤0.01%
19,277
-719
1525
$384K ﹤0.01%
8,025
-24,230
59 60
61
62 63