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
376
$1.45M 0.04%
20,973
+332
377
$1.44M 0.04%
42,819
+806
378
$1.44M 0.04%
11,124
+1,531
379
$1.44M 0.04%
76,379
-4,542
380
$1.43M 0.04%
48,971
+4,573
381
$1.43M 0.04%
34,285
+1,020
382
$1.42M 0.04%
40,741
+1,744
383
$1.42M 0.04%
29,415
+80
384
$1.42M 0.04%
35,831
+461
385
$1.41M 0.04%
105,813
+22,098
386
$1.4M 0.04%
32,466
+562
387
$1.4M 0.04%
15,498
-10
388
$1.4M 0.04%
102,906
+5,820
389
$1.39M 0.04%
26,401
-616
390
$1.39M 0.04%
32,603
+8,793
391
$1.38M 0.04%
54,724
+390
392
$1.38M 0.04%
72,429
+45,939
393
$1.37M 0.04%
61,116
-54,383
394
$1.37M 0.04%
28,524
+3,117
395
$1.36M 0.04%
31,677
+2,478
396
$1.36M 0.04%
44,271
-4,465
397
$1.35M 0.04%
17,833
+900
398
$1.34M 0.04%
47,612
-1,231
399
$1.34M 0.04%
34,050
+800
400
$1.34M 0.04%
36,836
+2,371
14 15
16
17 18