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
676
$602K 0.02%
410
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677
$602K 0.02%
14,968
-1,972
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$600K 0.02%
41,644
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680
$594K 0.02%
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681
$593K 0.02%
29,317
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$593K 0.02%
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683
$590K 0.02%
14,967
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684
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24,988
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685
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24,021
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686
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14,221
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687
$586K 0.02%
74,664
-7,047
688
$584K 0.02%
6,790
-2,989
689
$583K 0.02%
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$581K 0.02%
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48,268
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695
$574K 0.02%
5,279
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696
$572K 0.02%
20,464
-63,328
697
$571K 0.02%
29,532
-172
698
$568K 0.02%
51,402
+15,318
699
$567K 0.02%
5,102
+526
700
$566K 0.02%
20,993
-4,907
26 27
28
29 30