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
176
$12.2M 0.12%
80,896
+7,649
177
$12.1M 0.12%
255,360
+7,803
178
$11.9M 0.11%
346,434
+28,991
179
$11.8M 0.11%
122,784
+18,252
180
$11.6M 0.11%
405,856
+51,830
181
$11.5M 0.11%
237,463
+5,083
182
$11.5M 0.11%
162,364
+51,989
183
$11.5M 0.11%
335,501
-36,827
184
$11.4M 0.11%
371,909
+163,915
185
$11.3M 0.11%
156,922
-53,150
186
$11.1M 0.11%
373,350
-31,600
187
$11M 0.11%
277,012
+26,798
188
$10.8M 0.1%
379,603
+234,313
189
$10.6M 0.1%
415,141
+122,371
190
$10.6M 0.1%
187,031
-6,032
191
$10.6M 0.1%
123,096
+563
192
$10.5M 0.1%
159,445
+15,741
193
$10.4M 0.1%
173,869
-5,838
194
$10.4M 0.1%
62,451
+7,583
195
$10.3M 0.1%
133,317
-32,459
196
$10.3M 0.1%
356,494
+78,754
197
$10.2M 0.1%
222,804
-14,366
198
$10.1M 0.1%
166,434
-94,712
199
$10.1M 0.1%
215,448
-35,171
200
$10M 0.1%
156,362
-1,116
6 7
8
9 10