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
451
$1.1M 0.03%
17,469
+9,410
452
$1.1M 0.03%
61,525
-6,333
453
$1.1M 0.03%
26,207
-18,378
454
$1.1M 0.03%
22,300
-3,556
455
$1.09M 0.03%
12,780
+122
456
$1.09M 0.03%
31,848
-16,587
457
$1.07M 0.03%
+62,104
458
$1.07M 0.03%
63,613
+8,264
459
$1.07M 0.03%
29,233
-2,082
460
$1.06M 0.03%
21,246
+498
461
$1.06M 0.03%
+35,947
462
$1.06M 0.03%
63,375
+13,290
463
$1.05M 0.03%
19,473
-288
464
$1.05M 0.03%
11,938
+2,937
465
$1.04M 0.03%
32,880
+3,427
466
$1.03M 0.03%
18,073
-207
467
$1.03M 0.03%
28,864
+3,984
468
$1.02M 0.03%
61,830
+620
469
$1.02M 0.03%
50,834
+4,747
470
$1.02M 0.03%
11,596
+213
471
$1.02M 0.03%
60,455
-2,670
472
$1.02M 0.03%
22,759
-14,537
473
$1.01M 0.03%
2,176
+1,199
474
$1.01M 0.03%
17,226
-3,904
475
$1.01M 0.03%
9,502
+333
17 18
19
20 21