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
1551
$369K ﹤0.01%
15,143
-22,208
1552
$368K ﹤0.01%
16,573
-1,776
1553
$367K ﹤0.01%
14,148
-10,004
1554
$366K ﹤0.01%
13,431
-461
1555
$366K ﹤0.01%
3,851
+1,110
1556
$365K ﹤0.01%
14,629
+3,268
1557
$364K ﹤0.01%
17,710
+1,077
1558
$362K ﹤0.01%
10,292
-1,703
1559
$362K ﹤0.01%
30,511
+23
1560
$361K ﹤0.01%
18,068
-7,080
1561
$360K ﹤0.01%
+2,492
1562
$360K ﹤0.01%
17,415
+4,957
1563
$360K ﹤0.01%
2,495
+50
1564
$358K ﹤0.01%
20,093
-437
1565
$358K ﹤0.01%
+7,414
1566
$357K ﹤0.01%
36,216
-358
1567
$356K ﹤0.01%
14,718
+3,720
1568
$356K ﹤0.01%
+13,349
1569
$356K ﹤0.01%
8,656
+694
1570
$355K ﹤0.01%
15,967
-1,044
1571
$354K ﹤0.01%
2,536
+257
1572
$354K ﹤0.01%
44,300
-3,668
1573
$353K ﹤0.01%
6,302
-1,821
1574
$353K ﹤0.01%
8,606
+402
1575
$352K ﹤0.01%
9,820
+800
61 62
63
64 65