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
$3.48B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$50.4M
3
+$40.5M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$31.3M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$24.2M

Top Sells

1
+$86.5M
2
+$30M
3
+$25.7M
4
BND icon
Vanguard Total Bond Market
BND
+$21.8M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$18.8M

Sector Composition

1 Healthcare 4.33%
2 Consumer Staples 4.25%
3 Industrials 3.9%
4 Energy 3.75%
5 Financials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.08M 0.09%
28,775
-9,903
227
$3M 0.09%
115,707
-226,818
228
$2.98M 0.09%
114,384
+92,866
229
$2.97M 0.09%
36,041
+163
230
$2.97M 0.09%
48,232
+1,850
231
$2.94M 0.08%
+130,392
232
$2.94M 0.08%
67,039
+1,978
233
$2.93M 0.08%
44,882
+816
234
$2.91M 0.08%
51,458
+2,713
235
$2.87M 0.08%
277,840
+145,680
236
$2.83M 0.08%
116,100
-6,324
237
$2.82M 0.08%
182,265
+19,895
238
$2.79M 0.08%
101,888
-16,337
239
$2.79M 0.08%
40,540
+1,613
240
$2.78M 0.08%
25,927
-14,889
241
$2.76M 0.08%
147,829
+16,272
242
$2.76M 0.08%
96,240
-2,661
243
$2.75M 0.08%
257,643
+45,402
244
$2.71M 0.08%
54,477
-5,307
245
$2.7M 0.08%
+121,642
246
$2.7M 0.08%
28,679
+1,938
247
$2.69M 0.08%
78,233
+3,175
248
$2.67M 0.08%
93,980
+676
249
$2.67M 0.08%
+65,146
250
$2.65M 0.08%
78,044
-5,170
8 9
10
11 12