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
1851
$226K ﹤0.01%
20,769
+2,386
1852
$226K ﹤0.01%
3,456
+123
1853
$225K ﹤0.01%
+12,887
1854
$225K ﹤0.01%
6,317
-2,365
1855
$225K ﹤0.01%
6,211
+2,953
1856
$225K ﹤0.01%
+613
1857
$224K ﹤0.01%
7,338
+61
1858
$224K ﹤0.01%
+1,009
1859
$224K ﹤0.01%
31,804
-1,898
1860
$223K ﹤0.01%
13,374
-2,021
1861
$222K ﹤0.01%
21,105
-39,495
1862
$222K ﹤0.01%
2,934
-8,220
1863
$222K ﹤0.01%
20,891
-9,575
1864
$222K ﹤0.01%
63,041
+1,825
1865
$222K ﹤0.01%
1,527
-566
1866
$221K ﹤0.01%
951
-489
1867
$221K ﹤0.01%
5,707
+343
1868
$221K ﹤0.01%
+8,925
1869
$221K ﹤0.01%
+14,334
1870
$221K ﹤0.01%
14,488
+242
1871
$220K ﹤0.01%
28,765
-11,743
1872
$220K ﹤0.01%
+9,832
1873
$220K ﹤0.01%
9,211
-4,949
1874
$219K ﹤0.01%
11,924
+1,097
1875
$219K ﹤0.01%
+28,624
73 74
75
76 77