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
551
$812K 0.02%
23,718
-1,215
552
$810K 0.02%
12,847
-391
553
$807K 0.02%
+11,074
554
$802K 0.02%
36,374
+4,474
555
$801K 0.02%
16,517
-506
556
$798K 0.02%
24,526
+628
557
$797K 0.02%
11,474
-599
558
$795K 0.02%
62,763
-1,300
559
$789K 0.02%
31,553
-25,844
560
$789K 0.02%
16,337
+1,384
561
$784K 0.02%
35,701
+5,125
562
$784K 0.02%
23,523
-124
563
$783K 0.02%
13,578
+8,801
564
$782K 0.02%
28,458
-4,803
565
$781K 0.02%
26,982
-5,995
566
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27,540
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567
$780K 0.02%
12,524
-15,463
568
$777K 0.02%
26,975
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569
$777K 0.02%
30,595
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570
$776K 0.02%
26,517
+3,269
571
$772K 0.02%
6,312
+830
572
$770K 0.02%
48,127
+14,621
573
$769K 0.02%
16,892
+420
574
$768K 0.02%
45,761
-9,674
575
$768K 0.02%
23,863
-1,287
21 22
23
24 25