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
1801
$244K ﹤0.01%
32,462
-7,587
1802
$244K ﹤0.01%
733
+50
1803
$244K ﹤0.01%
10,587
-117,168
1804
$244K ﹤0.01%
8,359
-159,127
1805
$244K ﹤0.01%
6,226
+1,015
1806
$244K ﹤0.01%
16,416
+713
1807
$244K ﹤0.01%
1,534
+515
1808
$243K ﹤0.01%
14,205
-947
1809
$243K ﹤0.01%
66,845
-10,035
1810
$243K ﹤0.01%
160,739
+34,954
1811
$243K ﹤0.01%
71,582
+11,085
1812
$243K ﹤0.01%
49,199
+10,317
1813
$242K ﹤0.01%
19,503
-2,491
1814
$242K ﹤0.01%
9,947
+1,226
1815
$241K ﹤0.01%
2,182
-500
1816
$241K ﹤0.01%
12,727
+1,043
1817
$240K ﹤0.01%
26,178
+4,068
1818
$240K ﹤0.01%
+3,782
1819
$240K ﹤0.01%
5,790
+1,102
1820
$239K ﹤0.01%
20,038
-1,142
1821
$239K ﹤0.01%
10,478
-99
1822
$238K ﹤0.01%
2,915
-1,392
1823
$238K ﹤0.01%
8,946
-342
1824
$238K ﹤0.01%
6,518
+614
1825
$238K ﹤0.01%
22,782
71 72
73
74 75