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
426
$1.21M 0.03%
33,367
+604
427
$1.2M 0.03%
15,758
+610
428
$1.2M 0.03%
89,921
+1,796
429
$1.19M 0.03%
38,560
+401
430
$1.17M 0.03%
24,380
+689
431
$1.17M 0.03%
25,325
+2,318
432
$1.17M 0.03%
+29,319
433
$1.16M 0.03%
40,536
+26,904
434
$1.16M 0.03%
15,627
+141
435
$1.16M 0.03%
36,938
-36
436
$1.16M 0.03%
25,278
+1,328
437
$1.16M 0.03%
59,001
-58,871
438
$1.15M 0.03%
22,453
-2,463
439
$1.15M 0.03%
30,630
-1,061
440
$1.14M 0.03%
39,977
-3,345
441
$1.14M 0.03%
+58,136
442
$1.14M 0.03%
15,694
+847
443
$1.14M 0.03%
30,339
-2,580
444
$1.14M 0.03%
10,668
-8,156
445
$1.13M 0.03%
3,871
+179
446
$1.12M 0.03%
6,770
-417
447
$1.12M 0.03%
10,396
-2,949
448
$1.11M 0.03%
23,513
+1,580
449
$1.11M 0.03%
+35,147
450
$1.11M 0.03%
76,800
+5,750
16 17
18
19 20