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
526
$906K 0.03%
41,363
-1,080
527
$906K 0.03%
4,673
+198
528
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18,379
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529
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531
$893K 0.03%
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532
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94,348
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533
$892K 0.03%
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-3,491
534
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25,281
+17,697
535
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36,989
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536
$882K 0.03%
33,672
+24,470
537
$881K 0.03%
22,020
538
$881K 0.03%
24,654
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539
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39,715
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540
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63,950
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541
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542
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543
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20,898
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544
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16,865
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545
$860K 0.03%
13,135
+2,893
546
$855K 0.03%
36,787
-7,243
547
$854K 0.03%
11,025
+263
548
$851K 0.03%
33,298
+197
549
$848K 0.03%
17,671
+453
550
$846K 0.03%
18,042
-11,477
20 21
22
23 24