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
526
$872K 0.03%
22,810
+1,780
527
$871K 0.03%
68,154
+4,046
528
$870K 0.03%
16,741
-1,339
529
$869K 0.02%
550
+55
530
$865K 0.02%
7,092
+423
531
$864K 0.02%
+31,502
532
$864K 0.02%
81,642
+2,864
533
$860K 0.02%
29,991
+3,350
534
$855K 0.02%
54,403
+13,103
535
$849K 0.02%
276,613
-12,161
536
$846K 0.02%
88,118
+2,104
537
$840K 0.02%
86,678
-14,265
538
$838K 0.02%
19,342
-1,802
539
$834K 0.02%
37,154
+3,031
540
$833K 0.02%
23,699
+2,307
541
$833K 0.02%
15,056
-4,804
542
$832K 0.02%
45,276
+16,202
543
$832K 0.02%
+43,367
544
$825K 0.02%
39,632
-1,390
545
$825K 0.02%
4,745
+398
546
$823K 0.02%
+126,737
547
$821K 0.02%
39,952
+3,515
548
$820K 0.02%
63,311
+1,938
549
$819K 0.02%
24,922
-821
550
$817K 0.02%
34,015
-12,702
20 21
22
23 24