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
2226
$24K ﹤0.01%
+131,782
2227
$23K ﹤0.01%
11,245
-4,390
2228
$23K ﹤0.01%
+11,640
2229
$23K ﹤0.01%
14,541
-9,706
2230
$22K ﹤0.01%
48,350
-11,025
2231
$21K ﹤0.01%
32,007
2232
$20K ﹤0.01%
434
-79
2233
$20K ﹤0.01%
14,410
-4,350
2234
$20K ﹤0.01%
11,020
-35,350
2235
$19K ﹤0.01%
14,257
+2,220
2236
$18K ﹤0.01%
4,308
2237
$18K ﹤0.01%
+10,563
2238
$17K ﹤0.01%
23
+7
2239
$17K ﹤0.01%
25,200
+13,000
2240
$16K ﹤0.01%
+53
2241
$16K ﹤0.01%
+345
2242
$16K ﹤0.01%
1,689
+323
2243
$14K ﹤0.01%
1,245
-5
2244
$14K ﹤0.01%
10,666
-43,912
2245
$14K ﹤0.01%
51,420
+70
2246
$14K ﹤0.01%
13,000
2247
$13K ﹤0.01%
30
-1
2248
$13K ﹤0.01%
252
+41
2249
$11K ﹤0.01%
13,559
2250
$11K ﹤0.01%
+2,071
88 89
90
91 92