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
351
$1.64M 0.05%
40,481
+7,550
352
$1.64M 0.05%
98,820
+10,350
353
$1.63M 0.05%
+53,872
354
$1.61M 0.05%
24,438
+3,036
355
$1.6M 0.05%
12,802
+421
356
$1.6M 0.05%
38,037
+4,396
357
$1.59M 0.05%
26,082
-20,830
358
$1.59M 0.05%
41,598
+15
359
$1.58M 0.05%
39,454
+451
360
$1.58M 0.05%
11,475
-449
361
$1.58M 0.05%
44,257
+414
362
$1.57M 0.05%
13,117
+1,259
363
$1.57M 0.05%
34,118
+2,568
364
$1.56M 0.04%
+91,189
365
$1.55M 0.04%
32,263
-5,625
366
$1.55M 0.04%
+57,420
367
$1.54M 0.04%
41,827
+25,494
368
$1.54M 0.04%
35,473
+368
369
$1.54M 0.04%
52,415
+3,268
370
$1.53M 0.04%
43,343
-2,480
371
$1.53M 0.04%
20,536
+1,305
372
$1.52M 0.04%
25,317
+5,854
373
$1.52M 0.04%
17,387
-1,026
374
$1.51M 0.04%
34,507
-22,801
375
$1.51M 0.04%
100,717
-144
13 14
15
16 17