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
651
$645K 0.02%
61,043
+14,663
652
$643K 0.02%
61,120
+5,587
653
$643K 0.02%
75,714
-1,377
654
$642K 0.02%
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655
$640K 0.02%
3,342
+1,336
656
$635K 0.02%
18,286
+4,060
657
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10,675
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658
$631K 0.02%
11,188
+1,737
659
$630K 0.02%
6,936
+127
660
$629K 0.02%
6,165
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661
$628K 0.02%
3,499
-178
662
$626K 0.02%
8,246
-289
663
$625K 0.02%
24,652
-5,810
664
$625K 0.02%
10,754
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665
$623K 0.02%
38,089
-206
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$623K 0.02%
7,026
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667
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86,256
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668
$621K 0.02%
24,942
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669
$620K 0.02%
3,542
-16
670
$620K 0.02%
+21,255
671
$616K 0.02%
31,540
+4,965
672
$614K 0.02%
32,215
+2,569
673
$613K 0.02%
33,045
+240
674
$613K 0.02%
12,939
-175
675
$612K 0.02%
15,128
+987
25 26
27
28 29