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
51
$12.7M 0.39%
231,650
+2,064
52
$12.2M 0.38%
110,913
+17,263
53
$12.1M 0.38%
259,243
-335,940
54
$11.9M 0.37%
149,833
+13,119
55
$11.6M 0.36%
286,566
+34,638
56
$11.2M 0.35%
81,717
+4,220
57
$11.2M 0.35%
264,533
+2,386
58
$10.9M 0.34%
139,810
+13,675
59
$10.9M 0.34%
159,036
-107,667
60
$10.8M 0.33%
254,833
+204,518
61
$10.6M 0.33%
69,203
-4,261
62
$10.5M 0.33%
268,297
-69,432
63
$10.5M 0.33%
83,419
+25,421
64
$10.4M 0.32%
110,814
+18,765
65
$10.4M 0.32%
110,527
+15,361
66
$10.2M 0.32%
127,870
-3,267
67
$10.1M 0.31%
107,226
+61,673
68
$9.79M 0.3%
115,909
+4,597
69
$9.73M 0.3%
348,664
+35,408
70
$9.53M 0.3%
100,802
+187
71
$9.45M 0.29%
219,644
+12,316
72
$9.39M 0.29%
222,848
-3,243
73
$9.29M 0.29%
332,964
+22,536
74
$9.29M 0.29%
99,133
+2,479
75
$9.28M 0.29%
320,495
-50,320
1 2
3
4 5