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
401
$1.33M 0.04%
19,115
+3,658
402
$1.33M 0.04%
28,672
+14,378
403
$1.32M 0.04%
9,186
-179
404
$1.32M 0.04%
+44,591
405
$1.31M 0.04%
14,419
-246
406
$1.3M 0.04%
30,865
+5,515
407
$1.3M 0.04%
53,171
+405
408
$1.3M 0.04%
19,006
+755
409
$1.29M 0.04%
+127,194
410
$1.28M 0.04%
43,816
+9,191
411
$1.27M 0.04%
46,705
+26,794
412
$1.27M 0.04%
89,576
-2,605
413
$1.27M 0.04%
54,448
-3,780
414
$1.26M 0.04%
22,719
-813
415
$1.26M 0.04%
23,448
-805
416
$1.26M 0.04%
26,497
-2,784
417
$1.25M 0.04%
45,862
+2,465
418
$1.25M 0.04%
+33,465
419
$1.25M 0.04%
+40,196
420
$1.24M 0.04%
6,075
+349
421
$1.23M 0.04%
+50,581
422
$1.23M 0.04%
101,559
+23,434
423
$1.22M 0.04%
136,011
+13,516
424
$1.22M 0.03%
27,170
+1,007
425
$1.21M 0.03%
37,383
+3,497
15 16
17
18 19