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
2351
– –
-2,339
2352
– –
-10,399
2353
– –
-22,380
2354
– –
-2,108
2355
– –
-10,650
2356
– –
-6,696
2357
– –
-6,042
2358
– –
-14,523
2359
– –
-6,611
2360
– –
-9,722
2361
– –
-10,170
2362
– –
-14,728
2363
– –
-948
2364
– –
-5,715
2365
– –
-5,998
2366
– –
-510
2367
– –
-13,061
2368
– –
-13,264
2369
– –
-6,579
2370
– –
-15,463
2371
– –
-9,756
2372
– –
-39,639
2373
– –
-4,360
2374
– –
-8,619
2375
– –
-8,759
93 94
95
96 97