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
1826
$237K ﹤0.01%
+5,817
1827
$237K ﹤0.01%
11,295
-339
1828
$237K ﹤0.01%
11,952
-12,653
1829
$236K ﹤0.01%
+5,706
1830
$235K ﹤0.01%
18,890
-6,474
1831
$235K ﹤0.01%
6,314
-8,851
1832
$234K ﹤0.01%
8,727
+1,185
1833
$234K ﹤0.01%
24,998
+7,865
1834
$234K ﹤0.01%
26,565
-237
1835
$233K ﹤0.01%
10,572
-74,705
1836
$232K ﹤0.01%
14,045
1837
$232K ﹤0.01%
19,949
+1,605
1838
$231K ﹤0.01%
10,789
+3,080
1839
$230K ﹤0.01%
2,770
-7,546
1840
$230K ﹤0.01%
6,470
+804
1841
$229K ﹤0.01%
7,521
-87,594
1842
$229K ﹤0.01%
2,992
-4,633
1843
$229K ﹤0.01%
57,227
+26,177
1844
$229K ﹤0.01%
6,846
-110,621
1845
$228K ﹤0.01%
7,896
-32,349
1846
$227K ﹤0.01%
5,061
+384
1847
$227K ﹤0.01%
850
-37
1848
$227K ﹤0.01%
+13,588
1849
$227K ﹤0.01%
7,619
-1,019
1850
$227K ﹤0.01%
8,932
-36,092
72 73
74
75 76