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
1876
$218K ﹤0.01%
8,752
-2,593
1877
$218K ﹤0.01%
2,081
-12
1878
$218K ﹤0.01%
1,478
-996
1879
$218K ﹤0.01%
+8,031
1880
$216K ﹤0.01%
+4,246
1881
$215K ﹤0.01%
17,017
-17,701
1882
$215K ﹤0.01%
11,050
+2,578
1883
$214K ﹤0.01%
2,921
-727
1884
$214K ﹤0.01%
+3,826
1885
$214K ﹤0.01%
17,580
-17,211
1886
$214K ﹤0.01%
+17,925
1887
$214K ﹤0.01%
6,723
+646
1888
$213K ﹤0.01%
2,602
-177
1889
$213K ﹤0.01%
+4,226
1890
$213K ﹤0.01%
3,829
-2,693
1891
$212K ﹤0.01%
4,812
+99
1892
$212K ﹤0.01%
7,656
+139
1893
$211K ﹤0.01%
2,488
-589
1894
$211K ﹤0.01%
57,185
-638
1895
$210K ﹤0.01%
+7,275
1896
$209K ﹤0.01%
3,894
-16,311
1897
$209K ﹤0.01%
49,185
+3,562
1898
$209K ﹤0.01%
1,997
-95
1899
$208K ﹤0.01%
1,922
-232
1900
$208K ﹤0.01%
8,432
+690
74 75
76
77 78