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
776
$504K 0.02%
22,739
-1,189
777
$502K 0.02%
6,733
+1,502
778
$501K 0.02%
36,605
-14,894
779
$501K 0.02%
56,318
+22,955
780
$500K 0.02%
11,684
+3,366
781
$498K 0.02%
21,340
+3,575
782
$497K 0.02%
12,041
+189
783
$496K 0.02%
+6,901
784
$496K 0.02%
1,945
+58
785
$495K 0.02%
17,871
+7,223
786
$494K 0.02%
8,457
787
$494K 0.02%
8,661
-998
788
$494K 0.02%
34,193
-2,200
789
$493K 0.02%
15,473
+497
790
$493K 0.02%
22,772
-2,276
791
$492K 0.02%
6,774
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792
$492K 0.02%
23,653
+3,517
793
$492K 0.02%
+9,068
794
$491K 0.02%
5,902
-1,266
795
$490K 0.02%
11,944
+4,748
796
$485K 0.02%
32,466
-800
797
$482K 0.01%
16,157
798
$481K 0.01%
2,092
-191
799
$480K 0.01%
+32,166
800
$480K 0.01%
3,223
-2,552
30 31
32
33 34