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
201
$9.9M 0.1%
106,980
-10,438
202
$9.8M 0.09%
155,542
+4,242
203
$9.78M 0.09%
34,467
+10,747
204
$9.73M 0.09%
188,382
+29,467
205
$9.65M 0.09%
276,375
+6,300
206
$9.57M 0.09%
43,966
+7,691
207
$9.54M 0.09%
222,703
-5,681
208
$9.5M 0.09%
367,230
-4,190
209
$9.46M 0.09%
308,770
+260,315
210
$9.39M 0.09%
468,940
-66,010
211
$9.39M 0.09%
158,172
-12,909
212
$9.35M 0.09%
208,471
-104,953
213
$9.34M 0.09%
190,143
+19,460
214
$9.32M 0.09%
615,122
+182,853
215
$9.32M 0.09%
148,928
+11,761
216
$9.31M 0.09%
99,705
-10,783
217
$9.29M 0.09%
60,111
+37,331
218
$9.29M 0.09%
309,420
-169,206
219
$9.27M 0.09%
481,233
-262,492
220
$9.24M 0.09%
375,637
-68,622
221
$9.22M 0.09%
147,038
-29,612
222
$9.13M 0.09%
30,183
+13,733
223
$9.11M 0.09%
71,722
+6,704
224
$9.1M 0.09%
68,787
+33,506
225
$9.09M 0.09%
253,068
+23,535
7 8
9
10 11