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
1626
$324K ﹤0.01%
12,616
-1,715
1627
$324K ﹤0.01%
126
+20
1628
$324K ﹤0.01%
20,861
-2,138
1629
$324K ﹤0.01%
18,766
-14,136
1630
$323K ﹤0.01%
271,292
+22,000
1631
$323K ﹤0.01%
20,127
+2,300
1632
$322K ﹤0.01%
8,597
+1,770
1633
$322K ﹤0.01%
42,138
-6,553
1634
$322K ﹤0.01%
6,944
-4,418
1635
$321K ﹤0.01%
35,836
-8,202
1636
$321K ﹤0.01%
24,687
-167
1637
$320K ﹤0.01%
3,921
-2,113
1638
$320K ﹤0.01%
3,642
+5
1639
$319K ﹤0.01%
23,853
+5,060
1640
$318K ﹤0.01%
1,682
-269
1641
$318K ﹤0.01%
23,870
-8,317
1642
$317K ﹤0.01%
4,604
-32
1643
$317K ﹤0.01%
8,589
+907
1644
$317K ﹤0.01%
+22,768
1645
$317K ﹤0.01%
14,187
-3,978
1646
$316K ﹤0.01%
9,072
-26
1647
$316K ﹤0.01%
29,668
-2,995
1648
$315K ﹤0.01%
79,838
+38,744
1649
$315K ﹤0.01%
26,305
-2,576
1650
$315K ﹤0.01%
12,007
+3,405
64 65
66
67 68