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
251
$2.64M 0.08%
85,023
-1,888
252
$2.64M 0.08%
26,377
-524
253
$2.63M 0.08%
52,884
+6,618
254
$2.62M 0.08%
292,497
-25,959
255
$2.6M 0.07%
48,412
+2,944
256
$2.59M 0.07%
20,750
+17,918
257
$2.58M 0.07%
38,883
-37,013
258
$2.53M 0.07%
218,714
+203,109
259
$2.51M 0.07%
73,795
-4,287
260
$2.48M 0.07%
51,126
+1,522
261
$2.46M 0.07%
32,141
-2,088
262
$2.45M 0.07%
80,234
+8,159
263
$2.45M 0.07%
+77,150
264
$2.44M 0.07%
141,552
+43,616
265
$2.44M 0.07%
20,690
+11,246
266
$2.4M 0.07%
34,934
+1,155
267
$2.4M 0.07%
111,320
-8,854
268
$2.38M 0.07%
21,782
-4,818
269
$2.36M 0.07%
25,671
+131
270
$2.35M 0.07%
46,612
+35,441
271
$2.35M 0.07%
+50,590
272
$2.35M 0.07%
+73,883
273
$2.33M 0.07%
21,252
-706
274
$2.33M 0.07%
103,846
-5,060
275
$2.33M 0.07%
56,664
+8,894
9 10
11
12 13