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
501
$952K 0.03%
10,570
+2,051
502
$951K 0.03%
15,472
-576
503
$951K 0.03%
6,454
-8
504
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17,983
-7,237
505
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37,401
-1,063
506
$947K 0.03%
6,924
+1,257
507
$946K 0.03%
11,014
+940
508
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13,680
-5
509
$944K 0.03%
9,346
-234
510
$943K 0.03%
3,046
-1,037
511
$936K 0.03%
21,390
-1,752
512
$932K 0.03%
13,784
-836
513
$931K 0.03%
22,176
-98
514
$930K 0.03%
26,812
515
$928K 0.03%
20,348
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516
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12,616
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517
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303,705
-88,965
518
$925K 0.03%
28,958
+618
519
$922K 0.03%
21,643
+27
520
$922K 0.03%
30,665
521
$920K 0.03%
22,668
+1,935
522
$920K 0.03%
79,468
-24,876
523
$919K 0.03%
5,259
+403
524
$912K 0.03%
11,298
+139
525
$908K 0.03%
25,792
+3,428
19 20
21
22 23