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
701
$589K 0.02%
24,653
-32,100
702
$589K 0.02%
17,943
+3,645
703
$585K 0.02%
19,205
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704
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705
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706
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14,009
-12,607
707
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64,863
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708
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709
$573K 0.02%
12,756
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710
$573K 0.02%
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711
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13,877
-621
712
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69,945
+25,638
713
$571K 0.02%
10,319
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714
$569K 0.02%
56,464
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715
$566K 0.02%
19,618
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16,527
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717
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493
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718
$561K 0.02%
9,215
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719
$559K 0.02%
26,060
-713
720
$559K 0.02%
1,362
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721
$558K 0.02%
43,461
-2,987
722
$558K 0.02%
4,447
+662
723
$557K 0.02%
29,184
-155
724
$557K 0.02%
17,933
+7,491
725
$557K 0.02%
10,008
+782
27 28
29
30 31