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
1651
$314K ﹤0.01%
+21,872
1652
$314K ﹤0.01%
25,950
-9,145
1653
$313K ﹤0.01%
8,318
+1,406
1654
$313K ﹤0.01%
26,831
+6,900
1655
$311K ﹤0.01%
12,500
+2,037
1656
$311K ﹤0.01%
32,793
-2,962
1657
$311K ﹤0.01%
13,740
+3,606
1658
$310K ﹤0.01%
7,292
-128
1659
$310K ﹤0.01%
13,667
-35
1660
$310K ﹤0.01%
24,230
-33,674
1661
$310K ﹤0.01%
+10,463
1662
$309K ﹤0.01%
6,264
-100
1663
$309K ﹤0.01%
8,079
-409
1664
$308K ﹤0.01%
2,206
-584
1665
$308K ﹤0.01%
6,339
+834
1666
$307K ﹤0.01%
16,737
-12,067
1667
$306K ﹤0.01%
24,313
-4,197
1668
$305K ﹤0.01%
21,564
-39,518
1669
$305K ﹤0.01%
21,783
-2,994
1670
$304K ﹤0.01%
17,334
-10,776
1671
$304K ﹤0.01%
2,949
-45
1672
$303K ﹤0.01%
3,015
-133
1673
$302K ﹤0.01%
8,881
-59,635
1674
$302K ﹤0.01%
31,215
-16,622
1675
$302K ﹤0.01%
260,731
+147,029
65 66
67
68 69