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
326
$1.69M 0.05%
20,776
+14,496
327
$1.67M 0.05%
70,817
+1,566
328
$1.67M 0.05%
50,277
-9,020
329
$1.67M 0.05%
31,178
+7,492
330
$1.67M 0.05%
19,510
-174
331
$1.66M 0.05%
42,631
-612
332
$1.65M 0.05%
66,312
+2,237
333
$1.65M 0.05%
41,784
+87
334
$1.65M 0.05%
43,684
+17,631
335
$1.64M 0.05%
75,008
-2,443
336
$1.63M 0.05%
13,672
+777
337
$1.63M 0.05%
24,020
+768
338
$1.63M 0.05%
45,698
339
$1.63M 0.05%
13,319
-417
340
$1.61M 0.05%
4,759
+1,759
341
$1.61M 0.05%
49,425
-800
342
$1.61M 0.05%
30,799
-2,973
343
$1.6M 0.05%
33,621
+2,845
344
$1.6M 0.05%
87,227
-48,343
345
$1.6M 0.05%
40,716
+951
346
$1.6M 0.05%
44,560
+4,325
347
$1.58M 0.05%
45,197
+25,026
348
$1.58M 0.05%
62,805
-13,143
349
$1.57M 0.05%
58,935
-169
350
$1.57M 0.05%
48,780
+594
12 13
14
15 16