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
576
$768K 0.02%
17,813
+463
577
$764K 0.02%
+15,094
578
$764K 0.02%
8,048
-1,478
579
$763K 0.02%
47,541
+3,342
580
$758K 0.02%
28,621
+628
581
$757K 0.02%
48,392
+747
582
$754K 0.02%
+13,057
583
$737K 0.02%
18,737
+9,044
584
$736K 0.02%
24,456
+1,735
585
$731K 0.02%
14,773
+1,966
586
$729K 0.02%
16,718
+3,785
587
$729K 0.02%
11,266
+425
588
$729K 0.02%
17,338
-70,380
589
$728K 0.02%
15,906
+382
590
$727K 0.02%
8,830
-385
591
$723K 0.02%
+26,814
592
$723K 0.02%
21,998
-37,136
593
$722K 0.02%
13,063
-512
594
$720K 0.02%
14,389
+66
595
$720K 0.02%
19,121
-108
596
$719K 0.02%
18,949
+393
597
$718K 0.02%
27,877
+3,186
598
$718K 0.02%
20,300
-598
599
$717K 0.02%
49,112
+209
600
$716K 0.02%
45,042
+10,376
22 23
24
25 26