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
501
$937K 0.03%
14,964
+1,280
502
$937K 0.03%
40,410
+549
503
$935K 0.03%
50,258
+7,098
504
$928K 0.03%
7,562
-5,195
505
$925K 0.03%
22,585
+1,708
506
$924K 0.03%
111,288
+21,248
507
$924K 0.03%
34,335
+22,644
508
$921K 0.03%
49,920
-3,833
509
$920K 0.03%
46,734
+15,293
510
$920K 0.03%
+18,502
511
$918K 0.03%
7,828
+69
512
$916K 0.03%
59,119
-18,547
513
$913K 0.03%
16,372
+12,254
514
$910K 0.03%
11,253
+118
515
$904K 0.03%
8,595
-3,005
516
$904K 0.03%
19,119
+354
517
$898K 0.03%
32,073
-671,382
518
$897K 0.03%
8,810
-327
519
$888K 0.03%
28,052
-82
520
$884K 0.03%
31,638
+3,174
521
$882K 0.03%
15,903
+1,717
522
$881K 0.03%
8,455
-2,984
523
$878K 0.03%
24,528
+776
524
$878K 0.03%
22,132
-11,777
525
$876K 0.03%
17,628
+2,047
19 20
21
22 23