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
26
$22.4M 0.69%
214,186
+10,580
27
$21.4M 0.66%
541,542
+57,837
28
$19.3M 0.6%
204,696
+3,745
29
$19M 0.59%
391,366
+278,831
30
$18.8M 0.58%
179,904
+6,479
31
$18.7M 0.58%
307,481
-19,220
32
$18.6M 0.58%
378,180
+16,507
33
$18.5M 0.57%
104,228
+43,725
34
$18.2M 0.56%
389,930
+14,779
35
$17.7M 0.55%
567,477
+74,698
36
$17.6M 0.54%
150,651
+41,338
37
$17.5M 0.54%
386,421
-3,277
38
$16.9M 0.52%
364,675
+12,031
39
$16.8M 0.52%
63,747
+18,795
40
$16.6M 0.52%
148,333
+3,416
41
$16.6M 0.51%
156,592
+104,191
42
$16.3M 0.51%
237,393
+59,787
43
$15.9M 0.49%
299,988
+37,434
44
$15.8M 0.49%
533,664
-23,220
45
$14.2M 0.44%
793,165
+1,191
46
$14M 0.43%
165,193
+25,925
47
$13.4M 0.41%
369,148
+16,417
48
$13.2M 0.41%
117,962
+329
49
$13.2M 0.41%
347,914
+31,714
50
$12.8M 0.4%
112,756
-13,491
1
2
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