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
476
$1M 0.03%
37,714
+9,714
477
$1M 0.03%
10,374
+122
478
$1M 0.03%
34,597
-2,267
479
$997K 0.03%
51,354
+400
480
$993K 0.03%
11,319
+487
481
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55,394
-74,589
482
$990K 0.03%
102,213
+69,868
483
$982K 0.03%
5,076
+155
484
$978K 0.03%
20,472
-11,794
485
$977K 0.03%
75,350
+6,190
486
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13,382
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487
$973K 0.03%
111,148
+84,363
488
$972K 0.03%
38,697
+17
489
$972K 0.03%
16,405
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490
$971K 0.03%
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491
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492
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20,930
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493
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76,415
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494
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30,305
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495
$957K 0.03%
10,951
+1,802
496
$951K 0.03%
78,262
+39,061
497
$948K 0.03%
+11,810
498
$948K 0.03%
16,848
-545
499
$945K 0.03%
178,677
+49
500
$937K 0.03%
130,179
+22,352
18 19
20
21 22