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
651
$637K 0.02%
3,723
-1,149
652
$636K 0.02%
16,897
-1,565
653
$634K 0.02%
4,305
+600
654
$632K 0.02%
42,168
+138
655
$631K 0.02%
5,933
+442
656
$631K 0.02%
21,990
+14,226
657
$631K 0.02%
70,158
+6,538
658
$629K 0.02%
28,085
-53,860
659
$623K 0.02%
22,161
+3,458
660
$622K 0.02%
44,126
+5,340
661
$621K 0.02%
18,389
-211
662
$619K 0.02%
22,004
-4,712
663
$619K 0.02%
6,785
-241
664
$619K 0.02%
16,224
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665
$618K 0.02%
7,575
-441
666
$617K 0.02%
5,971
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667
$612K 0.02%
71,700
-18,896
668
$611K 0.02%
8,130
-631
669
$611K 0.02%
38,158
-11,771
670
$610K 0.02%
26,205
+3,732
671
$609K 0.02%
11,850
-169
672
$608K 0.02%
12,802
-100
673
$606K 0.02%
44,019
+4,488
674
$604K 0.02%
20,216
+769
675
$603K 0.02%
11,238
-1,354
25 26
27
28 29