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
401
$1.34M 0.04%
17,723
+829
402
$1.34M 0.04%
12,931
+296
403
$1.33M 0.04%
30,541
+14,191
404
$1.32M 0.04%
16,004
-2,197
405
$1.32M 0.04%
118,387
+3,210
406
$1.31M 0.04%
33,869
+201
407
$1.3M 0.04%
18,507
+320
408
$1.3M 0.04%
26,990
+796
409
$1.3M 0.04%
28,144
+162
410
$1.29M 0.04%
64,090
+6,400
411
$1.28M 0.04%
12,955
+2,061
412
$1.28M 0.04%
14,595
+642
413
$1.27M 0.04%
14,334
+1,884
414
$1.27M 0.04%
12,926
+605
415
$1.27M 0.04%
33,364
+18,949
416
$1.26M 0.04%
9,304
+999
417
$1.26M 0.04%
15,371
+1,865
418
$1.25M 0.04%
21,767
-883
419
$1.25M 0.04%
52,170
+154
420
$1.25M 0.04%
212,441
-5,093
421
$1.25M 0.04%
83,647
+167
422
$1.24M 0.04%
60,222
+16,439
423
$1.23M 0.04%
21,681
-16,405
424
$1.23M 0.04%
71,800
-650
425
$1.23M 0.04%
8,703
+4,397
15 16
17
18 19