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
26
$23.3M 0.67%
249,260
+23,799
27
$23.1M 0.66%
+1,053,737
28
$22.8M 0.66%
398,321
-175,716
29
$22.5M 0.64%
312,359
+11,871
30
$22.5M 0.64%
304,686
-17,168
31
$21.6M 0.62%
404,009
-23,652
32
$21.4M 0.61%
198,159
+10,030
33
$20.1M 0.58%
370,310
-3,363
34
$19.1M 0.55%
506,650
+472,979
35
$19M 0.55%
480,026
+29,353
36
$18.3M 0.52%
612,844
+4,311
37
$18.1M 0.52%
246,499
-114,028
38
$18.1M 0.52%
582,160
+347,020
39
$18M 0.52%
193,422
-21,787
40
$17.2M 0.49%
395,673
-11,363
41
$16.8M 0.48%
198,002
-75,565
42
$16.2M 0.47%
450,969
+33,717
43
$16.2M 0.46%
181,063
+10,207
44
$15.9M 0.46%
176,395
+25,764
45
$15.6M 0.45%
351,627
-6,339
46
$15.5M 0.44%
175,995
-359
47
$15.5M 0.44%
+414,817
48
$14.9M 0.43%
145,994
+16,751
49
$14.8M 0.42%
288,344
+19,546
50
$14.6M 0.42%
185,251
+18,379
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