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
451
$1.08M 0.03%
18,785
-311
452
$1.08M 0.03%
22,302
-41,864
453
$1.07M 0.03%
14,974
-9,149
454
$1.06M 0.03%
57,229
-1,134
455
$1.06M 0.03%
17,699
-11,398
456
$1.05M 0.03%
9,928
-4,485
457
$1.05M 0.03%
17,030
+7,998
458
$1.05M 0.03%
45,746
-1,284
459
$1.04M 0.03%
57,125
+4,110
460
$1.04M 0.03%
77,466
-4,945
461
$1.03M 0.03%
56,424
+19,524
462
$1.03M 0.03%
35,990
-30,106
463
$1.03M 0.03%
41,662
+18
464
$1.03M 0.03%
13,216
-22
465
$1.03M 0.03%
28,277
-1,432
466
$1.02M 0.03%
20,190
-609
467
$1.02M 0.03%
39,190
-3,000
468
$1.02M 0.03%
33,813
+803
469
$1.01M 0.03%
+53,698
470
$1.01M 0.03%
15,455
-162
471
$1.01M 0.03%
64,063
472
$1.01M 0.03%
63,940
-570
473
$1.01M 0.03%
22,326
+2,576
474
$1.01M 0.03%
19,460
+4,536
475
$1.01M 0.03%
71,569
+8,195
17 18
19
20 21