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
2451
– –
-4,848
2452
– –
-3,442
2453
– –
-5,185
2454
– –
-17,416
2455
– –
-3,217
2456
– –
-1,983
2457
– –
-12,153
2458
– –
-6,090
2459
– –
-8,711
2460
– –
-3,322
2461
– –
-11,235
2462
– –
-9,705
2463
– –
-6,645
2464
– –
-25,608
2465
– –
-5,514
2466
– –
-3,820
2467
– –
-8,637
2468
– –
-6,138
2469
– –
-3,563
2470
– –
-3,540
2471
– –
-6,290
2472
– –
-9,064
2473
– –
-13,297
2474
– –
-50,446
2475
– –
-8,732
97 98
99
100 101