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
2151
$69K ﹤0.01%
12,789
-1,364
2152
$69K ﹤0.01%
115,760
2153
$68K ﹤0.01%
106,067
2154
$68K ﹤0.01%
1,090
+50
2155
$67K ﹤0.01%
+19,766
2156
$66K ﹤0.01%
10,545
-3,722
2157
$66K ﹤0.01%
32,311
2158
$66K ﹤0.01%
+20,000
2159
$65K ﹤0.01%
13,606
-50
2160
$65K ﹤0.01%
14,837
+492
2161
$64K ﹤0.01%
30,308
+4,617
2162
$64K ﹤0.01%
12,144
-3,582
2163
$63K ﹤0.01%
22,177
+7,274
2164
$63K ﹤0.01%
+10,519
2165
$60K ﹤0.01%
+100,000
2166
$59K ﹤0.01%
13,076
+2,607
2167
$59K ﹤0.01%
20,000
2168
$57K ﹤0.01%
10,590
2169
$56K ﹤0.01%
3,426
+146
2170
$55K ﹤0.01%
12,691
+127
2171
$55K ﹤0.01%
13,389
-350
2172
$55K ﹤0.01%
+10,600
2173
$55K ﹤0.01%
16,931
-836
2174
$52K ﹤0.01%
10,642
-2,229
2175
$51K ﹤0.01%
+12,222
85 86
87
88 89