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
826
$433K 0.01%
19,504
+2,976
827
$432K 0.01%
6,428
-2,118
828
$432K 0.01%
35,989
+1,892
829
$431K 0.01%
60,747
+2,566
830
$431K 0.01%
4,748
-1,021
831
$430K 0.01%
9,916
-493
832
$429K 0.01%
5,548
+140
833
$429K 0.01%
9,573
+1,654
834
$428K 0.01%
12,428
-11,564
835
$428K 0.01%
47,484
+1,939
836
$427K 0.01%
13,658
+2,330
837
$427K 0.01%
9,050
+506
838
$427K 0.01%
6,515
-103
839
$425K 0.01%
+35,827
840
$425K 0.01%
35,133
-1,086
841
$424K 0.01%
10,014
-1,545
842
$424K 0.01%
8,442
-5,716
843
$424K 0.01%
8,495
-327
844
$423K 0.01%
3,132
-119
845
$423K 0.01%
11,354
+4,717
846
$422K 0.01%
5,381
+1,163
847
$421K 0.01%
38,714
-20,873
848
$421K 0.01%
31,317
+1,811
849
$420K 0.01%
+11,746
850
$419K 0.01%
5,025
-988
32 33
34
35 36