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
2051
$136K ﹤0.01%
10,483
-7,064
2052
$134K ﹤0.01%
12,873
-24,362
2053
$132K ﹤0.01%
14,384
-229
2054
$130K ﹤0.01%
19,279
-5,807
2055
$128K ﹤0.01%
21,919
-7,286
2056
$127K ﹤0.01%
1,412
+65
2057
$127K ﹤0.01%
18,438
-10,629
2058
$127K ﹤0.01%
17,300
2059
$126K ﹤0.01%
+12,282
2060
$126K ﹤0.01%
+18,313
2061
$126K ﹤0.01%
45,662
-2,011
2062
$125K ﹤0.01%
11,761
-2,811
2063
$124K ﹤0.01%
11,632
-329
2064
$124K ﹤0.01%
+16,532
2065
$124K ﹤0.01%
10,740
-12,700
2066
$123K ﹤0.01%
13,371
-5,580
2067
$123K ﹤0.01%
36,907
+460
2068
$122K ﹤0.01%
16,296
+576
2069
$122K ﹤0.01%
34,650
-3,025
2070
$122K ﹤0.01%
125,745
-1,265
2071
$122K ﹤0.01%
23,706
+1,364
2072
$122K ﹤0.01%
10,763
+406
2073
$121K ﹤0.01%
29,600
-550
2074
$120K ﹤0.01%
20,958
-1,559
2075
$119K ﹤0.01%
11,751
-371
81 82
83
84 85