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
2251
$10K ﹤0.01%
25,299
-3,154
2252
$8K ﹤0.01%
21,740
-2,598
2253
$8K ﹤0.01%
2
2254
$8K ﹤0.01%
3,409
-575
2255
$7K ﹤0.01%
29,169
-1,430
2256
$7K ﹤0.01%
19,665
+9,428
2257
$6K ﹤0.01%
15,000
2258
$6K ﹤0.01%
15,063
+2,725
2259
$5K ﹤0.01%
1,470
2260
$4K ﹤0.01%
226
-8
2261
$4K ﹤0.01%
42
-1
2262
$3K ﹤0.01%
16,863
2263
$2K ﹤0.01%
755
2264
– –
-4,758
2265
– –
-4,026
2266
– –
-2,654
2267
– –
-15,263
2268
– –
-10,739
2269
– –
-15,887
2270
– –
-8,632
2271
– –
-3,008
2272
– –
-4,915
2273
– –
-31,000
2274
– –
-34,811
2275
– –
-94,027
89 90
91
92 93