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
2126
$80K ﹤0.01%
+10,975
2127
$80K ﹤0.01%
24,686
+7,962
2128
$79K ﹤0.01%
16,089
-6,607
2129
$79K ﹤0.01%
18,880
+2,439
2130
$79K ﹤0.01%
+887
2131
$78K ﹤0.01%
+10,024
2132
$77K ﹤0.01%
10,110
2133
$76K ﹤0.01%
+10,310
2134
$76K ﹤0.01%
+12,517
2135
$75K ﹤0.01%
12,181
-1,639
2136
$75K ﹤0.01%
8,205
-881
2137
$75K ﹤0.01%
+15,961
2138
$74K ﹤0.01%
10,204
2139
$74K ﹤0.01%
+6,604
2140
$74K ﹤0.01%
+10,050
2141
$73K ﹤0.01%
31,785
+9,300
2142
$72K ﹤0.01%
2,286
-4,451
2143
$72K ﹤0.01%
4,887
-3,585
2144
$72K ﹤0.01%
10,348
-1,127
2145
$72K ﹤0.01%
+11,357
2146
$71K ﹤0.01%
12,000
-1,099
2147
$71K ﹤0.01%
+11,051
2148
$71K ﹤0.01%
24,760
-1,650
2149
$70K ﹤0.01%
+21,550
2150
$70K ﹤0.01%
39,057
-823
84 85
86
87 88