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
1701
$290K ﹤0.01%
171,514
+151,100
1702
$289K ﹤0.01%
14,799
-3,862
1703
$286K ﹤0.01%
9,602
+3,292
1704
$286K ﹤0.01%
363,741
+36,017
1705
$285K ﹤0.01%
21,565
+3,176
1706
$285K ﹤0.01%
15,091
+1,633
1707
$284K ﹤0.01%
11,511
+387
1708
$284K ﹤0.01%
16,196
-1,707
1709
$284K ﹤0.01%
23,720
+506
1710
$283K ﹤0.01%
7,285
+1,718
1711
$283K ﹤0.01%
3,455
+1,192
1712
$283K ﹤0.01%
9,658
-11,494
1713
$282K ﹤0.01%
31,528
+4,557
1714
$282K ﹤0.01%
+370
1715
$282K ﹤0.01%
24,093
-26,084
1716
$281K ﹤0.01%
6,657
-1,249
1717
$280K ﹤0.01%
25,967
+6,481
1718
$280K ﹤0.01%
+15,985
1719
$279K ﹤0.01%
3,813
+1,286
1720
$278K ﹤0.01%
+9,571
1721
$277K ﹤0.01%
20,042
-423
1722
$276K ﹤0.01%
6,305
+200
1723
$275K ﹤0.01%
1,737
-285
1724
$275K ﹤0.01%
7,968
-1,268
1725
$275K ﹤0.01%
36,944
+52
67 68
69
70 71