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
2076
$119K ﹤0.01%
+11,197
2077
$118K ﹤0.01%
+10,795
2078
$118K ﹤0.01%
+14,667
2079
$116K ﹤0.01%
19,500
2080
$116K ﹤0.01%
335
-39
2081
$116K ﹤0.01%
18,930
+89
2082
$115K ﹤0.01%
10,656
+258
2083
$115K ﹤0.01%
10,988
-597
2084
$114K ﹤0.01%
14,060
-722
2085
$114K ﹤0.01%
2,375
-250
2086
$112K ﹤0.01%
+22,293
2087
$110K ﹤0.01%
48,675
+2,284
2088
$110K ﹤0.01%
14,352
+359
2089
$110K ﹤0.01%
36,336
-5,392
2090
$109K ﹤0.01%
13,904
-4,284
2091
$108K ﹤0.01%
12,362
+876
2092
$108K ﹤0.01%
+14,400
2093
$107K ﹤0.01%
12,929
-2,175
2094
$107K ﹤0.01%
11,484
+449
2095
$106K ﹤0.01%
1,313
-3,203
2096
$105K ﹤0.01%
26,445
-27,995
2097
$104K ﹤0.01%
50,755
-981
2098
$103K ﹤0.01%
25,036
+2,022
2099
$103K ﹤0.01%
+12,233
2100
$102K ﹤0.01%
2,980
-2,902
82 83
84
85 86