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
426
$1.22M 0.04%
120,786
+23,804
427
$1.22M 0.04%
26,153
+1,204
428
$1.22M 0.04%
11,454
+140
429
$1.22M 0.04%
23,433
+631
430
$1.22M 0.04%
40,607
+6,136
431
$1.19M 0.04%
33,812
-1,915
432
$1.19M 0.04%
24,455
+5,494
433
$1.19M 0.04%
22,463
+6,858
434
$1.16M 0.04%
11,738
+2,992
435
$1.16M 0.04%
23,652
+685
436
$1.14M 0.04%
77,175
+14,130
437
$1.14M 0.04%
95,856
-432
438
$1.14M 0.04%
32,561
-75
439
$1.14M 0.04%
40,339
+3,266
440
$1.13M 0.04%
22,339
+16,770
441
$1.13M 0.03%
25,069
-3,132
442
$1.12M 0.03%
16,237
+3,735
443
$1.12M 0.03%
23,026
-924
444
$1.11M 0.03%
17,682
-223
445
$1.11M 0.03%
16,068
+8,887
446
$1.1M 0.03%
50,205
+1,827
447
$1.1M 0.03%
19,275
+7,175
448
$1.1M 0.03%
23,778
+280
449
$1.1M 0.03%
11,516
+391
450
$1.09M 0.03%
27,992
+423
16 17
18
19 20