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
351
$1.57M 0.05%
31,030
-2,312
352
$1.56M 0.05%
30,829
-45
353
$1.56M 0.05%
65,066
+8,391
354
$1.56M 0.05%
31,837
-91
355
$1.54M 0.05%
11,219
-328
356
$1.54M 0.05%
23,858
-2,881
357
$1.53M 0.05%
63,136
-7,804
358
$1.53M 0.05%
37,755
+7,457
359
$1.51M 0.05%
386
+132
360
$1.51M 0.05%
102,798
+80,025
361
$1.51M 0.05%
24,309
+3,897
362
$1.5M 0.05%
21,297
+2,321
363
$1.5M 0.05%
+19,313
364
$1.49M 0.05%
18,544
-3,928
365
$1.49M 0.05%
10,320
+1,003
366
$1.49M 0.05%
58,646
+8,856
367
$1.48M 0.05%
16,080
+2,127
368
$1.48M 0.05%
12,951
-719
369
$1.48M 0.05%
32,914
+6,330
370
$1.47M 0.05%
24,944
+2,908
371
$1.47M 0.05%
183,200
+7,808
372
$1.47M 0.05%
36,932
+4,314
373
$1.46M 0.05%
21,059
-511
374
$1.46M 0.05%
8,422
+2,102
375
$1.45M 0.04%
23,681
+272
13 14
15
16 17