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 4.8%
3 Financials 4.52%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15M 0.14%
208,959
+40,960
152
$14.8M 0.14%
1,125,896
-223,157
153
$14.6M 0.14%
302,741
+37,782
154
$14.4M 0.14%
264,175
+24,676
155
$14.3M 0.14%
310,653
-10,962
156
$14.3M 0.14%
475,515
+35,580
157
$14.2M 0.14%
554,012
-505,494
158
$14.2M 0.14%
270,279
-2,029
159
$14.1M 0.14%
395,637
+27,049
160
$14.1M 0.14%
358,030
-12,639
161
$13.9M 0.13%
114,049
+7,749
162
$13.9M 0.13%
458,705
-52,514
163
$13.8M 0.13%
261,105
+88,107
164
$13.7M 0.13%
621,442
-17,132
165
$13.6M 0.13%
168,146
-17,857
166
$13.5M 0.13%
97,289
-5,648
167
$13.3M 0.13%
149,819
-3,173
168
$13.3M 0.13%
306,954
+39,826
169
$13.2M 0.13%
540,497
+1,001
170
$12.9M 0.12%
103,952
-10,366
171
$12.9M 0.12%
369,290
+27,765
172
$12.7M 0.12%
176,388
+9,276
173
$12.6M 0.12%
899,079
-728,301
174
$12.3M 0.12%
573,542
+75,839
175
$12.3M 0.12%
127,240
-37,691
5 6
7
8 9