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
801
$479K 0.01%
17,928
+1,269
802
$478K 0.01%
20,389
-2,569
803
$478K 0.01%
9,207
-387
804
$478K 0.01%
35,954
-5,780
805
$478K 0.01%
31,721
-7,698
806
$476K 0.01%
46,497
-12,819
807
$475K 0.01%
34,749
-54
808
$474K 0.01%
5,972
+511
809
$473K 0.01%
12,596
-1,968
810
$472K 0.01%
8,867
+959
811
$472K 0.01%
9,888
-654
812
$470K 0.01%
+48,366
813
$469K 0.01%
22,568
+3,236
814
$468K 0.01%
50,671
-5,602
815
$468K 0.01%
12,483
-1,855
816
$468K 0.01%
24,628
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817
$466K 0.01%
9,321
-448
818
$465K 0.01%
35,612
+9,409
819
$463K 0.01%
29,093
-690,826
820
$463K 0.01%
8,815
-1,536
821
$463K 0.01%
32,806
+1,568
822
$461K 0.01%
5,912
+701
823
$460K 0.01%
37,722
+6,562
824
$459K 0.01%
17,828
+1,705
825
$458K 0.01%
21,370
+3,724
31 32
33
34 35