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
1576
$352K ﹤0.01%
36,638
+586
1577
$352K ﹤0.01%
23,066
-30,761
1578
$351K ﹤0.01%
13,808
+4,438
1579
$351K ﹤0.01%
14,947
+607
1580
$351K ﹤0.01%
70,148
-53,621
1581
$351K ﹤0.01%
5,544
+157
1582
$350K ﹤0.01%
23,455
-3,361
1583
$350K ﹤0.01%
4,261
-5,344
1584
$350K ﹤0.01%
19,531
+1,942
1585
$349K ﹤0.01%
17,029
+6,298
1586
$348K ﹤0.01%
18,321
-2,252
1587
$348K ﹤0.01%
96,788
+13,539
1588
$348K ﹤0.01%
8,895
-825
1589
$346K ﹤0.01%
42,624
-101
1590
$346K ﹤0.01%
4,969
-58
1591
$345K ﹤0.01%
8,168
-574
1592
$344K ﹤0.01%
8,415
+906
1593
$344K ﹤0.01%
7,732
1594
$343K ﹤0.01%
5,659
+579
1595
$343K ﹤0.01%
45,314
+4,510
1596
$342K ﹤0.01%
14,103
+1,069
1597
$342K ﹤0.01%
48,419
1598
$340K ﹤0.01%
17,258
-5,188
1599
$340K ﹤0.01%
+33,249
1600
$338K ﹤0.01%
5,004
+858
62 63
64
65 66