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
2426
– –
-8,101
2427
– –
-14,306
2428
– –
-5,947
2429
– –
-15,671
2430
– –
-10,586
2431
– –
-5,712
2432
– –
-5,306
2433
– –
-3,056
2434
– –
-10,021
2435
– –
-3,557
2436
– –
-12,117
2437
– –
-5,255
2438
– –
-1,447
2439
– –
-56,975
2440
– –
-3,374
2441
– –
-36,392
2442
– –
-6,054
2443
– –
-7,792
2444
– –
-2,603
2445
– –
-11,318
2446
– –
-29,493
2447
– –
-18,416
2448
– –
-4,390
2449
– –
-3,204
2450
– –
-2,282
96 97
98
99 100