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
476
$1.01M 0.03%
34,811
-1,895
477
$1M 0.03%
25,193
+647
478
$1M 0.03%
6,639
+56
479
$1M 0.03%
8,451
-940
480
$1M 0.03%
11,220
-1,161
481
$998K 0.03%
9,976
+1,548
482
$994K 0.03%
23,733
+8,099
483
$991K 0.03%
43,052
+1,449
484
$989K 0.03%
9,014
+18
485
$988K 0.03%
14,040
+140
486
$987K 0.03%
19,828
+306
487
$976K 0.03%
25,904
+5,705
488
$975K 0.03%
73,327
+950
489
$974K 0.03%
16,126
-904
490
$972K 0.03%
13,804
+1,045
491
$967K 0.03%
49,664
-1,134
492
$963K 0.03%
27,891
+2,345
493
$963K 0.03%
8,242
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494
$960K 0.03%
26,804
-965
495
$959K 0.03%
12,995
-8,028
496
$957K 0.03%
17,951
+3,318
497
$956K 0.03%
16,236
+130
498
$956K 0.03%
10,342
+416
499
$955K 0.03%
5,532
-87
500
$953K 0.03%
30,955
-709
18 19
20
21 22