Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$323M 3.1%
1,365,392
-335,590
2
$305M 2.93%
4,794,472
-59,528
3
$219M 2.11%
5,227,426
-228,153
4
$184M 1.77%
713,279
+4,962
5
$167M 1.6%
1,708,840
+120,500
6
$165M 1.59%
1,935,316
+435,426
7
$163M 1.57%
2,901,156
+261,484
8
$149M 1.43%
1,156,411
-184,747
9
$145M 1.39%
918,751
+125,177
10
$143M 1.37%
750,592
-28,208
11
$127M 1.22%
1,545,200
+51,254
12
$115M 1.11%
2,138,130
+219,674
13
$104M 1%
402,438
-98,778
14
$101M 0.97%
1,619,354
+1,315,367
15
$96.5M 0.93%
1,113,520
+553,782
16
$90.7M 0.87%
877,147
-15,497
17
$85.1M 0.82%
465,550
+9,381
18
$73.8M 0.71%
2,665,881
+289,853
19
$71.9M 0.69%
592,236
+87,273
20
$65.7M 0.63%
569,753
+135,692
21
$64.4M 0.62%
1,037,423
-122,786
22
$64.3M 0.62%
490,207
+47,080
23
$62.5M 0.6%
2,837,524
-29,532
24
$60M 0.58%
372,547
-2,231
25
$59.2M 0.57%
1,775,669
-181,672
1
2 3 4 5