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
1751
$263K ﹤0.01%
13,387
-1,931
1752
$263K ﹤0.01%
9,074
-1,102
1753
$263K ﹤0.01%
17,084
+1,122
1754
$262K ﹤0.01%
22,577
-5,324
1755
$262K ﹤0.01%
9,611
-16,510
1756
$261K ﹤0.01%
+10,289
1757
$261K ﹤0.01%
3,828
+723
1758
$261K ﹤0.01%
18,423
+2,000
1759
$260K ﹤0.01%
7,951
-2,583
1760
$260K ﹤0.01%
9,428
-7,899
1761
$260K ﹤0.01%
1,481
-422
1762
$260K ﹤0.01%
3,290
+368
1763
$259K ﹤0.01%
158
-37
1764
$259K ﹤0.01%
32,028
-6,971
1765
$259K ﹤0.01%
28,503
-23,667
1766
$259K ﹤0.01%
13,770
-2,957
1767
$258K ﹤0.01%
20,167
-22
1768
$258K ﹤0.01%
3,869
-900
1769
$258K ﹤0.01%
4,016
+240
1770
$257K ﹤0.01%
26,195
-5,363
1771
$257K ﹤0.01%
+11,400
1772
$256K ﹤0.01%
11,755
-325
1773
$255K ﹤0.01%
30,192
+1,972
1774
$255K ﹤0.01%
1,366
-2,846
1775
$253K ﹤0.01%
6,065
+594
69 70
71
72 73