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
276
$2.19M 0.07%
44,604
+14,736
277
$2.17M 0.07%
63,699
-2,211
278
$2.16M 0.07%
224,087
+17,299
279
$2.15M 0.07%
35,728
+3,598
280
$2.14M 0.07%
58,978
+8,731
281
$2.13M 0.07%
23,382
+187
282
$2.12M 0.07%
69,410
+4,156
283
$2.1M 0.07%
27,496
+5,877
284
$2.09M 0.06%
34,130
-192
285
$2.09M 0.06%
70,243
+6,865
286
$2.09M 0.06%
55,034
+3,470
287
$2.08M 0.06%
64,878
+3,804
288
$2.08M 0.06%
43,214
+5,932
289
$2.07M 0.06%
51,832
-9,148
290
$2.07M 0.06%
26,912
-19,478
291
$2.05M 0.06%
40,628
-1,827
292
$2.03M 0.06%
51,082
-9,465
293
$2.02M 0.06%
140,968
-2,136
294
$2.02M 0.06%
110,483
+10,178
295
$2.02M 0.06%
41,665
-1,844
296
$1.99M 0.06%
33,568
+12,552
297
$1.98M 0.06%
49,395
+5,181
298
$1.98M 0.06%
39,337
+12,682
299
$1.97M 0.06%
18,384
-29,600
300
$1.97M 0.06%
145,544
+104,193
10 11
12
13 14