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
2401
– –
-5,700
2402
– –
-2,634
2403
– –
-5,454
2404
– –
-6,683
2405
– –
-9,899
2406
– –
-12,186
2407
– –
-7,778
2408
– –
-644
2409
– –
-6,523
2410
– –
-36,252
2411
– –
-6,832
2412
– –
-2,031
2413
– –
-72
2414
– –
-3,003
2415
– –
-10,936
2416
– –
-3,538
2417
– –
-10,322
2418
– –
-1,839
2419
– –
-7,107
2420
– –
-986
2421
– –
-2,758
2422
– –
-2,124
2423
– –
-9,965
2424
– –
-3,267
2425
– –
-3,143
95 96
97
98 99