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
726
$557K 0.02%
11,588
+1
727
$557K 0.02%
21,844
728
$556K 0.02%
13,388
-251
729
$554K 0.02%
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-7,547
730
$553K 0.02%
4,142
-186
731
$551K 0.02%
23,163
+3,846
732
$550K 0.02%
8,341
+261
733
$550K 0.02%
16,322
-203
734
$548K 0.02%
33,726
+2,763
735
$547K 0.02%
45,207
+12,909
736
$545K 0.02%
12,397
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737
$545K 0.02%
7,645
-286
738
$543K 0.02%
30,914
+174
739
$541K 0.02%
+9,647
740
$540K 0.02%
46,620
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741
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47,313
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742
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26,404
+1,015
743
$539K 0.02%
7,161
-17
744
$539K 0.02%
8,294
+359
745
$539K 0.02%
36,712
+2,205
746
$537K 0.02%
3,532
-263
747
$535K 0.02%
40,718
748
$534K 0.02%
21,441
-954
749
$532K 0.02%
31,907
-3,728
750
$531K 0.02%
21,382
-2,029
28 29
30
31 32