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
2201
$37K ﹤0.01%
+13,082
2202
$36K ﹤0.01%
10,000
2203
$34K ﹤0.01%
704
-26
2204
$34K ﹤0.01%
12,877
-33,062
2205
$33K ﹤0.01%
15,767
-329
2206
$32K ﹤0.01%
4,868
+349
2207
$32K ﹤0.01%
14,034
-10,294
2208
$31K ﹤0.01%
+937
2209
$30K ﹤0.01%
18,833
+7,425
2210
$30K ﹤0.01%
+1,514
2211
$29K ﹤0.01%
12,789
-12,214
2212
$29K ﹤0.01%
545
-56
2213
$29K ﹤0.01%
+14,874
2214
$28K ﹤0.01%
+13,705
2215
$27K ﹤0.01%
+11,876
2216
$27K ﹤0.01%
15,009
+2,110
2217
$27K ﹤0.01%
10,276
-298
2218
$27K ﹤0.01%
2,902
+372
2219
$27K ﹤0.01%
103,682
-240,854
2220
$26K ﹤0.01%
+1,293
2221
$26K ﹤0.01%
+11,453
2222
$26K ﹤0.01%
17,789
+2,996
2223
$25K ﹤0.01%
13,812
+2,001
2224
$25K ﹤0.01%
43,400
+2,000
2225
$24K ﹤0.01%
3,732
-355
87 88
89
90 91