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
1601
$337K ﹤0.01%
+6,342
1602
$337K ﹤0.01%
10,554
-2,770
1603
$337K ﹤0.01%
23,004
+1,500
1604
$336K ﹤0.01%
+11,923
1605
$336K ﹤0.01%
26,865
-5,518
1606
$336K ﹤0.01%
15,236
-3,122
1607
$334K ﹤0.01%
23,721
+10,682
1608
$333K ﹤0.01%
13,325
+442
1609
$332K ﹤0.01%
11,860
-15,766
1610
$332K ﹤0.01%
5,528
-180
1611
$332K ﹤0.01%
4,415
+103
1612
$331K ﹤0.01%
13,939
-2,972
1613
$330K ﹤0.01%
8,678
+1,270
1614
$329K ﹤0.01%
11,379
-9,664
1615
$329K ﹤0.01%
6,440
+768
1616
$328K ﹤0.01%
19,728
-2,631
1617
$327K ﹤0.01%
13,330
+3,770
1618
$327K ﹤0.01%
4,585
-243
1619
$327K ﹤0.01%
39,110
-6,595
1620
$326K ﹤0.01%
3,802
-452
1621
$326K ﹤0.01%
21,470
-3,408
1622
$325K ﹤0.01%
14,947
+6,156
1623
$325K ﹤0.01%
6,319
-1,619
1624
$325K ﹤0.01%
64,954
+4,323
1625
$324K ﹤0.01%
14,656
-243
63 64
65
66 67