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
1901
$208K ﹤0.01%
15,190
+56
1902
$208K ﹤0.01%
5,207
+339
1903
$208K ﹤0.01%
+10,990
1904
$207K ﹤0.01%
4,595
-2,901
1905
$207K ﹤0.01%
10,197
-801
1906
$207K ﹤0.01%
9,215
-3,444
1907
$207K ﹤0.01%
5,884
+1,501
1908
$207K ﹤0.01%
8,218
-417
1909
$206K ﹤0.01%
2,021
-4,350
1910
$206K ﹤0.01%
+11,559
1911
$205K ﹤0.01%
4,027
-525
1912
$205K ﹤0.01%
7,815
+2,301
1913
$205K ﹤0.01%
3,484
-58
1914
$204K ﹤0.01%
21,575
+4,335
1915
$204K ﹤0.01%
10,665
+1,100
1916
$204K ﹤0.01%
6,980
+18
1917
$204K ﹤0.01%
+20,130
1918
$204K ﹤0.01%
16,763
-2,532
1919
$204K ﹤0.01%
2,474
+28
1920
$203K ﹤0.01%
21,925
+1,815
1921
$202K ﹤0.01%
6,751
-7,330
1922
$202K ﹤0.01%
+4,088
1923
$202K ﹤0.01%
4,224
+472
1924
$202K ﹤0.01%
3,521
+323
1925
$202K ﹤0.01%
6,005
-3,345
75 76
77
78 79