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
1526
$383K ﹤0.01%
11,193
-14,760
1527
$382K ﹤0.01%
25,539
-2,313
1528
$382K ﹤0.01%
40,407
+2,224
1529
$382K ﹤0.01%
33,353
-449
1530
$382K ﹤0.01%
25,772
+3,177
1531
$382K ﹤0.01%
12,520
+2,344
1532
$381K ﹤0.01%
+15,299
1533
$379K ﹤0.01%
18,444
+850
1534
$379K ﹤0.01%
4,934
+2,007
1535
$377K ﹤0.01%
35,294
+297
1536
$376K ﹤0.01%
6,112
+474
1537
$376K ﹤0.01%
19,237
+10,539
1538
$376K ﹤0.01%
72,743
-4,397
1539
$375K ﹤0.01%
16,230
-300
1540
$375K ﹤0.01%
34,821
+3,305
1541
$374K ﹤0.01%
6,061
-615
1542
$373K ﹤0.01%
+8,492
1543
$373K ﹤0.01%
8,974
-14,233
1544
$372K ﹤0.01%
5,777
+2,332
1545
$372K ﹤0.01%
16,670
-1,965
1546
$372K ﹤0.01%
29,451
+229
1547
$371K ﹤0.01%
10,030
+53
1548
$370K ﹤0.01%
9,800
-1,063
1549
$370K ﹤0.01%
4,870
-3,455
1550
$369K ﹤0.01%
35,637
+1,847
60 61
62
63 64