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
776
$475K 0.01%
6,177
+619
777
$475K 0.01%
36,012
-1,750
778
$475K 0.01%
32,655
-29
779
$473K 0.01%
12,751
-1,964
780
$471K 0.01%
33,081
+17,676
781
$471K 0.01%
12,332
+1,915
782
$471K 0.01%
37,471
+1,567
783
$471K 0.01%
75,416
+1,808
784
$471K 0.01%
27,228
+2,697
785
$471K 0.01%
10,966
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786
$470K 0.01%
6,077
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787
$467K 0.01%
5,703
+791
788
$466K 0.01%
22,879
+4,501
789
$466K 0.01%
8,214
-2,033
790
$466K 0.01%
19,226
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791
$462K 0.01%
4,257
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792
$462K 0.01%
9,140
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793
$462K 0.01%
5,331
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794
$460K 0.01%
7,886
-651
795
$460K 0.01%
+40,500
796
$459K 0.01%
8,730
+402
797
$458K 0.01%
21,105
-12,555
798
$458K 0.01%
8,666
-772
799
$457K 0.01%
46,340
-14,624
800
$456K 0.01%
12,236
-10,496
30 31
32
33 34