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
1976
$180K ﹤0.01%
12,332
-19,020
1977
$180K ﹤0.01%
+34,950
1978
$179K ﹤0.01%
10,109
-1,535
1979
$177K ﹤0.01%
+19,755
1980
$177K ﹤0.01%
18,432
-4,268
1981
$177K ﹤0.01%
10,758
-977
1982
$175K ﹤0.01%
62,855
+11,355
1983
$175K ﹤0.01%
2,328
+826
1984
$174K ﹤0.01%
13,632
+2,923
1985
$173K ﹤0.01%
+11,150
1986
$172K ﹤0.01%
12,678
-86
1987
$167K ﹤0.01%
13,748
-557
1988
$166K ﹤0.01%
12,536
+511
1989
$165K ﹤0.01%
13,616
+1,000
1990
$164K ﹤0.01%
10,618
-2,567
1991
$163K ﹤0.01%
+12,923
1992
$162K ﹤0.01%
22,142
-4,652
1993
$162K ﹤0.01%
5,110
+1,025
1994
$161K ﹤0.01%
26,000
-34,280
1995
$161K ﹤0.01%
+24,348
1996
$161K ﹤0.01%
20,565
+1,976
1997
$161K ﹤0.01%
12,462
-3,188
1998
$161K ﹤0.01%
+14,155
1999
$160K ﹤0.01%
10,252
+421
2000
$160K ﹤0.01%
23,573
+1,674
78 79
80
81 82