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
1726
$274K ﹤0.01%
16,695
-3,285
1727
$273K ﹤0.01%
18,050
-1,500
1728
$273K ﹤0.01%
33,902
-16,485
1729
$272K ﹤0.01%
12,583
+492
1730
$271K ﹤0.01%
2,507
-1,735
1731
$271K ﹤0.01%
33,020
-1,597
1732
$270K ﹤0.01%
3,482
+2
1733
$269K ﹤0.01%
23,194
+8,519
1734
$269K ﹤0.01%
3,605
-653
1735
$269K ﹤0.01%
8,028
+2,450
1736
$269K ﹤0.01%
8,375
-384
1737
$268K ﹤0.01%
14,162
+1,421
1738
$268K ﹤0.01%
5,670
+1,955
1739
$267K ﹤0.01%
29,554
-4,344
1740
$266K ﹤0.01%
3,997
-184
1741
$266K ﹤0.01%
1,381
-18,197
1742
$266K ﹤0.01%
20,796
+5,630
1743
$266K ﹤0.01%
+10,209
1744
$266K ﹤0.01%
11,100
+106
1745
$266K ﹤0.01%
18,746
-3,538
1746
$265K ﹤0.01%
2,961
+75
1747
$264K ﹤0.01%
10,650
-1,471
1748
$264K ﹤0.01%
1,449
+102
1749
$264K ﹤0.01%
9,444
-971
1750
$263K ﹤0.01%
14,440
+152
68 69
70
71 72