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
2301
– –
-8,807
2302
– –
-8,600
2303
– –
-10,650
2304
– –
-6,696
2305
– –
-6,042
2306
– –
-14,523
2307
– –
-6,611
2308
– –
-9,722
2309
– –
-10,170
2310
– –
-14,728
2311
– –
-948
2312
– –
-5,715
2313
– –
-5,998
2314
– –
-510
2315
– –
-13,061
2316
– –
-13,264
2317
– –
-6,579
2318
– –
-15,463
2319
– –
-9,756
2320
– –
-4,067
2321
– –
-5,509
2322
– –
-39,639
2323
– –
-4,360
2324
– –
-8,619
2325
– –
-8,759
91 92
93
94 95