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
826
$456K 0.01%
36,885
+2,348
827
$453K 0.01%
7,588
+1,115
828
$453K 0.01%
20,370
+3,118
829
$452K 0.01%
6,876
+2,369
830
$452K 0.01%
38,046
831
$450K 0.01%
7,296
+629
832
$449K 0.01%
+22,346
833
$447K 0.01%
4,561
+911
834
$447K 0.01%
36,210
-2,200
835
$446K 0.01%
10,296
-1,217
836
$445K 0.01%
19,125
+7,590
837
$444K 0.01%
7,708
-347
838
$444K 0.01%
26,425
+1,513
839
$443K 0.01%
2,904
+191
840
$442K 0.01%
12,909
+7,161
841
$439K 0.01%
11,110
-504
842
$439K 0.01%
23,245
+3,643
843
$439K 0.01%
7,940
-151
844
$437K 0.01%
3,462
-40
845
$436K 0.01%
14,374
+7,295
846
$436K 0.01%
13,707
-5,308
847
$436K 0.01%
21,611
-20,199
848
$436K 0.01%
16,200
+4,850
849
$432K 0.01%
3,010
-1,164
850
$431K 0.01%
3,733
+247
32 33
34
35 36