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
1676
$302K ﹤0.01%
25,515
-56,260
1677
$302K ﹤0.01%
4,220
+807
1678
$301K ﹤0.01%
3,944
+734
1679
$301K ﹤0.01%
+22,250
1680
$301K ﹤0.01%
17,828
+4,929
1681
$300K ﹤0.01%
38,157
-647
1682
$300K ﹤0.01%
84,667
+21,231
1683
$300K ﹤0.01%
2,531
+563
1684
$300K ﹤0.01%
8,460
-931
1685
$299K ﹤0.01%
11,067
-441
1686
$299K ﹤0.01%
1,759
-779
1687
$299K ﹤0.01%
27,465
-3,825
1688
$298K ﹤0.01%
6,856
+76
1689
$297K ﹤0.01%
31,851
+7,058
1690
$297K ﹤0.01%
3,326
-347
1691
$295K ﹤0.01%
7,091
1692
$293K ﹤0.01%
+69,689
1693
$292K ﹤0.01%
+4,785
1694
$292K ﹤0.01%
16,782
+3,263
1695
$291K ﹤0.01%
5,270
-23,976
1696
$291K ﹤0.01%
+6,781
1697
$290K ﹤0.01%
4,022
-698
1698
$290K ﹤0.01%
1,579
-97
1699
$290K ﹤0.01%
25,418
+6
1700
$290K ﹤0.01%
15,088
+3,250
66 67
68
69 70