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
326
$1.85M 0.05%
10,005
+466
327
$1.85M 0.05%
163,834
+8,606
328
$1.85M 0.05%
17,011
+1,657
329
$1.83M 0.05%
19,645
+574
330
$1.8M 0.05%
29,990
+4,430
331
$1.79M 0.05%
+24,978
332
$1.79M 0.05%
39,966
-833
333
$1.79M 0.05%
69,060
-14,347
334
$1.77M 0.05%
83,295
-80,005
335
$1.76M 0.05%
+106,580
336
$1.75M 0.05%
+63,644
337
$1.75M 0.05%
25,733
+4,636
338
$1.75M 0.05%
+17,419
339
$1.75M 0.05%
30,296
+13,627
340
$1.74M 0.05%
113,516
-6,085
341
$1.74M 0.05%
79,638
-1,284
342
$1.73M 0.05%
24,388
-2,790
343
$1.72M 0.05%
24,748
-4,271
344
$1.72M 0.05%
61,400
-99,335
345
$1.71M 0.05%
54,028
+12,025
346
$1.69M 0.05%
34,039
-131
347
$1.66M 0.05%
128,475
+10,560
348
$1.66M 0.05%
42,783
+51
349
$1.65M 0.05%
40,477
+3,919
350
$1.65M 0.05%
46,581
+4,201
12 13
14
15 16