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
551
$841K 0.03%
18,549
-16,994
552
$836K 0.03%
10,975
+959
553
$830K 0.03%
17,604
+7,302
554
$826K 0.03%
50,396
-581,422
555
$826K 0.03%
36,551
+6,690
556
$825K 0.03%
4,256
+268
557
$824K 0.03%
17,055
+5,161
558
$823K 0.03%
14,761
+305
559
$823K 0.03%
22,126
+3,447
560
$823K 0.03%
7,120
-554
561
$821K 0.03%
16,975
+133
562
$820K 0.03%
28,985
-873
563
$818K 0.03%
56,887
+10,084
564
$817K 0.03%
15,326
-1,368
565
$809K 0.03%
21,944
+1,748
566
$805K 0.02%
34,677
-9,044
567
$803K 0.02%
16,812
+2,660
568
$798K 0.02%
113,973
+15,088
569
$794K 0.02%
54,299
+7,769
570
$793K 0.02%
+32,622
571
$792K 0.02%
+10,583
572
$789K 0.02%
7,133
+4,459
573
$787K 0.02%
14,586
+5,088
574
$786K 0.02%
7,140
+445
575
$780K 0.02%
22,754
+1,518
21 22
23
24 25