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
601
$715K 0.02%
4,008
-477
602
$715K 0.02%
37,803
-1,080
603
$715K 0.02%
37,765
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53,949
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$714K 0.02%
17,953
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606
$712K 0.02%
8,593
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607
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608
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609
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610
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33,452
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611
$703K 0.02%
66,326
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612
$702K 0.02%
15,547
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$701K 0.02%
43,168
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614
$700K 0.02%
69,280
-7,925
615
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620
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48,064
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621
$693K 0.02%
37,429
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622
$691K 0.02%
15,964
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623
$686K 0.02%
8,821
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624
$686K 0.02%
12,426
+807
625
$685K 0.02%
43,612
+4,516
23 24
25
26 27