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
676
$611K 0.02%
5,441
+1,046
677
$611K 0.02%
9,893
-53
678
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3,744
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$609K 0.02%
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680
$609K 0.02%
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681
$606K 0.02%
29,674
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682
$606K 0.02%
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683
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684
$604K 0.02%
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685
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686
$604K 0.02%
3,262
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687
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7,044
688
$602K 0.02%
6,143
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689
$600K 0.02%
8,626
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690
$599K 0.02%
8,534
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$597K 0.02%
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693
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118,658
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694
$596K 0.02%
20,888
-2,482
695
$596K 0.02%
42,693
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696
$593K 0.02%
46,215
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697
$592K 0.02%
23,393
-604
698
$592K 0.02%
16,922
+154
699
$592K 0.02%
13,726
-562
700
$590K 0.02%
11,240
+699
26 27
28
29 30