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
$3.23B
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,571
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$34.8M
3
+$15.1M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11M

Top Sells

1
+$101M
2
+$45.9M
3
+$34.6M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$32.5M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$16.7M

Sector Composition

1 Financials 5.3%
2 Technology 5.26%
3 Energy 5.22%
4 Healthcare 4.79%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.78M 0.09%
133,099
+6,067
227
$2.78M 0.09%
27,363
+491
228
$2.78M 0.09%
30,555
+274
229
$2.71M 0.08%
97,556
+85,322
230
$2.71M 0.08%
326,316
+72,126
231
$2.67M 0.08%
32,135
+780
232
$2.66M 0.08%
125,834
+17,676
233
$2.66M 0.08%
49,829
+8,243
234
$2.66M 0.08%
127,235
+9,195
235
$2.65M 0.08%
28,519
+1,719
236
$2.63M 0.08%
120,024
-9,336
237
$2.62M 0.08%
24,553
+12,629
238
$2.62M 0.08%
25,120
-130
239
$2.6M 0.08%
47,020
-12,411
240
$2.58M 0.08%
53,774
+5,369
241
$2.56M 0.08%
46,037
+7,557
242
$2.55M 0.08%
62,531
+406
243
$2.53M 0.08%
110,264
-339
244
$2.52M 0.08%
86,990
+15,624
245
$2.52M 0.08%
65,463
-7,208
246
$2.52M 0.08%
95,246
-15,087
247
$2.52M 0.08%
24,111
+8,350
248
$2.5M 0.08%
24,064
+621
249
$2.48M 0.08%
47,441
-178
250
$2.47M 0.08%
26,139
+662
8 9
10
11 12