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
301
$1.94M 0.06%
85,890
+345
302
$1.94M 0.06%
83,031
-8,805
303
$1.94M 0.06%
39,020
+26,268
304
$1.94M 0.06%
19,152
+1,681
305
$1.94M 0.06%
9,323
+472
306
$1.92M 0.06%
18,783
-17,451
307
$1.9M 0.06%
172,786
+9,469
308
$1.9M 0.06%
58,976
-1,174
309
$1.87M 0.06%
47,356
+112
310
$1.86M 0.06%
30,192
+13,108
311
$1.86M 0.06%
18,198
+5,010
312
$1.86M 0.06%
27,819
+13,461
313
$1.86M 0.06%
71,247
-1,760,208
314
$1.84M 0.06%
8,067
-23
315
$1.83M 0.06%
27,980
-8,559
316
$1.8M 0.06%
115,156
+5,515
317
$1.79M 0.06%
29,128
-1,821
318
$1.79M 0.06%
101,778
-6,414
319
$1.78M 0.06%
117,582
-6,842
320
$1.77M 0.05%
47,742
+8,032
321
$1.75M 0.05%
62,886
+29,310
322
$1.75M 0.05%
15,222
+11,082
323
$1.74M 0.05%
35,848
+18,056
324
$1.7M 0.05%
7,996
+164
325
$1.7M 0.05%
261,824
+194,408
11 12
13
14 15