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
51
$14.5M 0.41%
188,285
+596
52
$14.3M 0.41%
130,300
-6,904
53
$14.2M 0.41%
545,838
+118,053
54
$13.6M 0.39%
182,684
-38,191
55
$13.3M 0.38%
488,300
-7,110
56
$13.2M 0.38%
+479,305
57
$12.9M 0.37%
120,946
-2,140
58
$12.7M 0.36%
168,243
+22,745
59
$12.6M 0.36%
200,737
-16,211
60
$12.3M 0.35%
317,610
-3,006
61
$12M 0.34%
108,264
-18,199
62
$11.6M 0.33%
99,831
+10,841
63
$11.2M 0.32%
45,049
-30,786
64
$11M 0.32%
275,408
+1,191
65
$10.8M 0.31%
77,579
+3,307
66
$10.7M 0.31%
161,119
-59,797
67
$10.4M 0.3%
345,075
+4,497
68
$10.2M 0.29%
85,906
+3,109
69
$10.1M 0.29%
237,526
-252,735
70
$9.94M 0.29%
124,671
-472
71
$9.87M 0.28%
164,342
-39,062
72
$9.82M 0.28%
80,088
-17,748
73
$9.8M 0.28%
103,959
+542
74
$9.8M 0.28%
134,703
-5,631
75
$9.63M 0.28%
195,866
+7,678
1 2
3
4 5