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
301
$2.08M 0.06%
69,179
+3,819
302
$2.07M 0.06%
178,175
-112,084
303
$2.06M 0.06%
46,079
-858
304
$2.05M 0.06%
30,337
-24,305
305
$2.05M 0.06%
38,829
-48,953
306
$2.05M 0.06%
83,635
+29,717
307
$2.02M 0.06%
74,664
-6,552
308
$2.02M 0.06%
98,412
-1,038
309
$2.02M 0.06%
+34,186
310
$1.99M 0.06%
22,315
-1,051
311
$1.99M 0.06%
28,927
+4,951
312
$1.98M 0.06%
45,855
+21,696
313
$1.96M 0.06%
75,811
+1,539
314
$1.96M 0.06%
+77,564
315
$1.94M 0.06%
161,853
+11,301
316
$1.93M 0.06%
19,613
+4,295
317
$1.92M 0.06%
55,888
-79,812
318
$1.9M 0.05%
39,860
+7,245
319
$1.9M 0.05%
36,359
+31,169
320
$1.89M 0.05%
+42,443
321
$1.89M 0.05%
54,917
+10,364
322
$1.87M 0.05%
129,173
+6,686
323
$1.87M 0.05%
45,318
+20,837
324
$1.86M 0.05%
84,870
+3,331
325
$1.86M 0.05%
46,487
+17,473
11 12
13
14 15