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
1951
$192K ﹤0.01%
21,318
+6,849
1952
$191K ﹤0.01%
218,520
-36,772
1953
$191K ﹤0.01%
39,311
+12,195
1954
$191K ﹤0.01%
30,045
1955
$190K ﹤0.01%
10,302
-476
1956
$189K ﹤0.01%
13,925
-2,065
1957
$189K ﹤0.01%
16,960
-371
1958
$187K ﹤0.01%
15,601
-548
1959
$186K ﹤0.01%
30,142
+10,202
1960
$186K ﹤0.01%
27,166
+2,018
1961
$186K ﹤0.01%
12,792
+5
1962
$186K ﹤0.01%
24,464
+670
1963
$186K ﹤0.01%
23,382
-846
1964
$186K ﹤0.01%
24,575
-555
1965
$185K ﹤0.01%
2,312
+220
1966
$185K ﹤0.01%
10,783
-1,992
1967
$184K ﹤0.01%
15,281
-14
1968
$183K ﹤0.01%
33,452
-1,000
1969
$183K ﹤0.01%
19,949
-22,072
1970
$183K ﹤0.01%
10,544
-3,115
1971
$183K ﹤0.01%
23,632
+8,498
1972
$183K ﹤0.01%
+13,400
1973
$182K ﹤0.01%
19,524
-1,045
1974
$181K ﹤0.01%
11,651
-11,729
1975
$181K ﹤0.01%
15,721
-138
77 78
79
80 81