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
1926
$202K ﹤0.01%
4,361
-74
1927
$202K ﹤0.01%
33,272
+6,250
1928
$202K ﹤0.01%
13,632
1929
$201K ﹤0.01%
+1,569
1930
$201K ﹤0.01%
3,134
-349
1931
$201K ﹤0.01%
+10,168
1932
$201K ﹤0.01%
+9,741
1933
$201K ﹤0.01%
50,539
+15,752
1934
$201K ﹤0.01%
5,512
+213
1935
$201K ﹤0.01%
38,499
+13,381
1936
$200K ﹤0.01%
39,686
-1,177
1937
$199K ﹤0.01%
4,886
+452
1938
$199K ﹤0.01%
1,820
+544
1939
$197K ﹤0.01%
25,583
+15,468
1940
$197K ﹤0.01%
32,681
-1,436
1941
$196K ﹤0.01%
11,075
-6,509
1942
$195K ﹤0.01%
71,864
+21,474
1943
$195K ﹤0.01%
20,962
-2,465
1944
$194K ﹤0.01%
+15,740
1945
$194K ﹤0.01%
11,078
-83,447
1946
$194K ﹤0.01%
12,525
+591
1947
$193K ﹤0.01%
13,068
-10,456
1948
$193K ﹤0.01%
12,255
+235
1949
$193K ﹤0.01%
14,362
-762
1950
$192K ﹤0.01%
41,325
+6,796
76 77
78
79 80