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
1776
$252K ﹤0.01%
1,603
-22
1777
$252K ﹤0.01%
12,720
+5,012
1778
$252K ﹤0.01%
1,643
-757
1779
$252K ﹤0.01%
2,937
-1,194
1780
$251K ﹤0.01%
55,129
-22,671
1781
$250K ﹤0.01%
7,101
-12,064
1782
$250K ﹤0.01%
5,903
-995
1783
$250K ﹤0.01%
22,632
-6,483
1784
$249K ﹤0.01%
974
-29
1785
$249K ﹤0.01%
+4,797
1786
$249K ﹤0.01%
9,085
-150
1787
$248K ﹤0.01%
17,697
+3,495
1788
$248K ﹤0.01%
23,407
+146
1789
$247K ﹤0.01%
2,682
-210
1790
$247K ﹤0.01%
18,518
+1,798
1791
$247K ﹤0.01%
4,064
+26
1792
$247K ﹤0.01%
6,818
-475
1793
$247K ﹤0.01%
9,555
-872
1794
$246K ﹤0.01%
2,411
+567
1795
$246K ﹤0.01%
+834
1796
$245K ﹤0.01%
34,983
+6,107
1797
$245K ﹤0.01%
6,578
-1,963
1798
$245K ﹤0.01%
6,571
-3,499
1799
$244K ﹤0.01%
12,376
+1,041
1800
$244K ﹤0.01%
57,737
+1,437
70 71
72
73 74