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
726
$541K 0.02%
+18,918
727
$541K 0.02%
8,052
-1,014
728
$540K 0.02%
+77,639
729
$540K 0.02%
53,612
-4,354
730
$537K 0.02%
+22,795
731
$537K 0.02%
27,059
+10,454
732
$536K 0.02%
10,969
-2,701
733
$535K 0.02%
34,765
+3,836
734
$531K 0.02%
+16,640
735
$529K 0.02%
7,801
+1,317
736
$528K 0.02%
20,931
+1,132
737
$525K 0.02%
7,695
+847
738
$524K 0.02%
2,928
-135
739
$524K 0.02%
+40,094
740
$523K 0.02%
43,985
+8,515
741
$522K 0.02%
13,081
-5,018
742
$519K 0.01%
14,924
+3,359
743
$518K 0.01%
2,888
-71
744
$517K 0.01%
6,641
-366
745
$516K 0.01%
27,834
-7,164
746
$516K 0.01%
+8,530
747
$515K 0.01%
10,158
-195
748
$514K 0.01%
12,038
+733
749
$513K 0.01%
9,394
+1,593
750
$513K 0.01%
19,118
+1,996
28 29
30
31 32