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
751
$531K 0.02%
3,845
+134
752
$530K 0.02%
33,534
+1,692
753
$529K 0.02%
9,305
-24
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$527K 0.02%
12,319
-1,238
755
$527K 0.02%
6,083
-2,890
756
$525K 0.02%
19,461
-290
757
$521K 0.02%
7,271
+1,657
758
$520K 0.02%
7,069
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759
$520K 0.02%
20,468
+1,936
760
$518K 0.02%
+20,481
761
$517K 0.02%
9,495
-2,155
762
$517K 0.02%
27,414
+1,134
763
$513K 0.02%
15,610
+57
764
$512K 0.02%
+28,786
765
$511K 0.02%
14,800
-1,400
766
$510K 0.02%
7,218
-8,238
767
$510K 0.02%
3,392
+562
768
$509K 0.02%
10,948
+4,847
769
$509K 0.02%
8,638
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770
$509K 0.02%
6,766
+1,383
771
$508K 0.02%
+18,820
772
$508K 0.02%
8,802
-2,178
773
$506K 0.02%
+17,554
774
$505K 0.02%
19,567
+5,536
775
$505K 0.02%
10,882
-13,845
29 30
31
32 33