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
801
$456K 0.01%
8,404
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802
$455K 0.01%
9,426
+718
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$455K 0.01%
27,894
-11,455
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6,286
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$451K 0.01%
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$451K 0.01%
7,875
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807
$450K 0.01%
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+2,214
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$450K 0.01%
29,074
-409
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16,902
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810
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35,400
-658
811
$449K 0.01%
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812
$449K 0.01%
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813
$448K 0.01%
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814
$448K 0.01%
7,555
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815
$448K 0.01%
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$448K 0.01%
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9,088
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17,373
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821
$437K 0.01%
+6,413
822
$437K 0.01%
24,193
-810
823
$437K 0.01%
51,709
-42,522
824
$436K 0.01%
33,054
-12,553
825
$436K 0.01%
9,010
-494
31 32
33
34 35