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
2101
$101K ﹤0.01%
14,026
+552
2102
$101K ﹤0.01%
+13,396
2103
$100K ﹤0.01%
17,512
+2,172
2104
$99K ﹤0.01%
14,021
+482
2105
$98K ﹤0.01%
+9,841
2106
$98K ﹤0.01%
13,162
-25,623
2107
$97K ﹤0.01%
+12,255
2108
$96K ﹤0.01%
12,025
-2,020
2109
$94K ﹤0.01%
10,192
-957
2110
$94K ﹤0.01%
+11,649
2111
$91K ﹤0.01%
19,964
-229
2112
$91K ﹤0.01%
12,808
-614
2113
$90K ﹤0.01%
+11,768
2114
$87K ﹤0.01%
19,550
-1,040
2115
$85K ﹤0.01%
11,801
-3,227
2116
$85K ﹤0.01%
13,400
2117
$84K ﹤0.01%
11,957
+435
2118
$84K ﹤0.01%
13,077
+520
2119
$84K ﹤0.01%
33,665
-30,549
2120
$83K ﹤0.01%
15,659
-11,644
2121
$83K ﹤0.01%
11,131
-1,805
2122
$83K ﹤0.01%
13,040
+711
2123
$83K ﹤0.01%
11,657
+772
2124
$83K ﹤0.01%
3,065
+918
2125
$82K ﹤0.01%
33,925
+22,000
83 84
85
86 87