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 7.95%
2 Healthcare 4.79%
3 Financials 4.53%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
– –
-1,052
2302
– –
-8,101
2303
– –
-49,173
2304
– –
-7,198
2305
– –
-34,068
2306
– –
-15,541
2307
– –
-6,918
2308
– –
-7,123
2309
– –
-37,104
2310
– –
-12,236
2311
– –
-11,474
2312
– –
-6,894
2313
– –
-10,759
2314
– –
-4,336
2315
– –
-16,170
2316
– –
-9,853
2317
– –
-10,483
2318
– –
-10,524
2319
– –
-11,985
2320
– –
-5,518
2321
– –
-11,165
2322
– –
-4,741
2323
– –
-41,776
2324
– –
-5,779
2325
– –
-4,009
91 92
93
94 95