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
376
$1.5M 0.04%
67,869
+1,416
377
$1.5M 0.04%
+101,973
378
$1.5M 0.04%
+38,556
379
$1.49M 0.04%
46,123
+13
380
$1.49M 0.04%
61,676
-5,724
381
$1.47M 0.04%
22,923
+3,961
382
$1.46M 0.04%
46,435
+225
383
$1.46M 0.04%
159,608
+25,152
384
$1.43M 0.04%
27,773
+7,316
385
$1.43M 0.04%
29,445
+693
386
$1.42M 0.04%
123,656
-8,247
387
$1.42M 0.04%
9,403
-60
388
$1.42M 0.04%
19,603
+1,288
389
$1.41M 0.04%
+48,911
390
$1.4M 0.04%
76,515
+13,870
391
$1.4M 0.04%
70,870
+13,255
392
$1.38M 0.04%
12,132
+1,320
393
$1.38M 0.04%
24,454
+966
394
$1.38M 0.04%
45,285
+1,137
395
$1.37M 0.04%
21,970
-448
396
$1.37M 0.04%
+38,582
397
$1.37M 0.04%
63,401
+806
398
$1.35M 0.04%
48,530
+3,450
399
$1.35M 0.04%
+56,136
400
$1.33M 0.04%
251,164
-1,000
14 15
16
17 18