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 5.28%
2 Technology 5.27%
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
251
$2.45M 0.08%
27,739
-583
252
$2.44M 0.08%
43,547
+4,082
253
$2.44M 0.08%
54,040
+22,980
254
$2.43M 0.08%
24,117
-5,563
255
$2.43M 0.08%
63,704
-2,362
256
$2.43M 0.08%
35,330
+1,710
257
$2.42M 0.08%
134,208
-4,560
258
$2.42M 0.07%
20,791
259
$2.4M 0.07%
99,746
-7,927
260
$2.39M 0.07%
150,360
+29,550
261
$2.38M 0.07%
28,596
-2,176
262
$2.38M 0.07%
30,026
+5,669
263
$2.37M 0.07%
32,552
-2,056
264
$2.36M 0.07%
83,704
+1,097
265
$2.33M 0.07%
68,736
+4,421
266
$2.32M 0.07%
90,192
+6,959
267
$2.31M 0.07%
100,962
-30,259
268
$2.29M 0.07%
102,109
+1,856
269
$2.27M 0.07%
21,023
+1,107
270
$2.23M 0.07%
21,347
+2,585
271
$2.23M 0.07%
21,043
+495
272
$2.22M 0.07%
50,527
-568
273
$2.22M 0.07%
211,492
+4,862
274
$2.21M 0.07%
91,944
-4,803
275
$2.2M 0.07%
85,109
-14,245
9 10
11
12 13