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
576
$778K 0.02%
21,922
-40
577
$777K 0.02%
28,524
-117
578
$777K 0.02%
16,941
+1,213
579
$774K 0.02%
12,619
+1,166
580
$767K 0.02%
7,671
-516
581
$766K 0.02%
18,180
+1
582
$765K 0.02%
10,757
+600
583
$762K 0.02%
47,620
+13,050
584
$759K 0.02%
9,893
+507
585
$759K 0.02%
15,246
-304
586
$754K 0.02%
+20,884
587
$754K 0.02%
6,017
+8
588
$753K 0.02%
15,212
+2,422
589
$752K 0.02%
17,436
-175
590
$749K 0.02%
+30,201
591
$747K 0.02%
27,830
-680
592
$741K 0.02%
232
+37
593
$739K 0.02%
14,028
-7,942
594
$739K 0.02%
69,962
+949
595
$739K 0.02%
71,222
+32,778
596
$738K 0.02%
12,737
+1,425
597
$735K 0.02%
5,849
+28
598
$732K 0.02%
18,744
-3,740
599
$728K 0.02%
15,545
-191
600
$728K 0.02%
94,869
+5,825
22 23
24
25 26