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
276
$2.33M 0.07%
59,700
+8,175
277
$2.31M 0.07%
41,296
+15,508
278
$2.31M 0.07%
52,364
-843
279
$2.31M 0.07%
108,893
+19,973
280
$2.29M 0.07%
133,458
+3,415
281
$2.28M 0.07%
49,310
+25,242
282
$2.27M 0.07%
+69,378
283
$2.26M 0.07%
87,125
+5,075
284
$2.25M 0.06%
23,761
+98
285
$2.24M 0.06%
68,066
-3,374
286
$2.21M 0.06%
49,855
-1,225
287
$2.19M 0.06%
104,401
-6,103
288
$2.19M 0.06%
29,611
+2,162
289
$2.17M 0.06%
211,327
+1,659
290
$2.16M 0.06%
31,351
-2,590
291
$2.16M 0.06%
25,633
-5,235
292
$2.16M 0.06%
137,248
-909
293
$2.14M 0.06%
70,526
-6,942
294
$2.14M 0.06%
81,529
+14,669
295
$2.13M 0.06%
116,697
-63
296
$2.13M 0.06%
37,074
-3,529
297
$2.12M 0.06%
234,621
+115
298
$2.11M 0.06%
1,704
+250
299
$2.11M 0.06%
19,286
+347
300
$2.1M 0.06%
34,957
+6,632
10 11
12
13 14