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
2326
– –
-16,984
2327
– –
-10,250
2328
– –
-10,250
2329
– –
-8,584
2330
– –
-15,802
2331
– –
-9,186
2332
– –
-15,056
2333
– –
-13,497
2334
– –
-3,773
2335
– –
-1,385
2336
– –
-11,500
2337
– –
-9,248
2338
– –
-1,613
2339
– –
-9,403
2340
– –
-4,181
2341
– –
-3,276
2342
– –
-8,645
2343
– –
-7,064
2344
– –
-40,297
2345
– –
-12,643
2346
– –
-12,492
2347
– –
-4,255
2348
– –
-5,680
2349
– –
-1,882
2350
– –
-4,842
92 93
94
95 96