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
2176
$50K ﹤0.01%
+12,138
2177
$48K ﹤0.01%
7
+1
2178
$48K ﹤0.01%
11,536
-21,056
2179
$46K ﹤0.01%
44,700
2180
$45K ﹤0.01%
+11,588
2181
$45K ﹤0.01%
11,000
2182
$43K ﹤0.01%
10,046
-10,855
2183
$43K ﹤0.01%
16,463
-1,900
2184
$43K ﹤0.01%
5,332
-1,302
2185
$43K ﹤0.01%
2,046
-246
2186
$42K ﹤0.01%
+10,000
2187
$42K ﹤0.01%
94
+41
2188
$41K ﹤0.01%
39,657
2189
$41K ﹤0.01%
19,292
+7,679
2190
$40K ﹤0.01%
15,862
+40
2191
$40K ﹤0.01%
15,400
+400
2192
$40K ﹤0.01%
1,766
+71
2193
$39K ﹤0.01%
+43,050
2194
$39K ﹤0.01%
21,350
+8,550
2195
$38K ﹤0.01%
17,575
+2,500
2196
$38K ﹤0.01%
12,632
-9,088
2197
$38K ﹤0.01%
6,057
-848
2198
$38K ﹤0.01%
1,089
-315
2199
$37K ﹤0.01%
3,165
-182
2200
$37K ﹤0.01%
+975
86 87
88
89 90