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
851
$431K 0.01%
15,996
+2,111
852
$429K 0.01%
3,325
+60
853
$429K 0.01%
6,278
-182
854
$428K 0.01%
9,554
-12
855
$428K 0.01%
20,430
+10,400
856
$428K 0.01%
7,281
-216
857
$426K 0.01%
14,648
-1,000
858
$424K 0.01%
6,951
-196
859
$424K 0.01%
4,451
+110
860
$423K 0.01%
2,258
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861
$423K 0.01%
12,107
+658
862
$423K 0.01%
9,265
-310
863
$422K 0.01%
+3,673
864
$421K 0.01%
2,570
+440
865
$421K 0.01%
5,365
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866
$418K 0.01%
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867
$417K 0.01%
4,562
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15,663
-2,199
869
$415K 0.01%
6,841
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870
$413K 0.01%
14,298
-20,342
871
$413K 0.01%
43,212
+4,589
872
$412K 0.01%
32,435
-5,572
873
$410K 0.01%
7,454
+659
874
$410K 0.01%
6,483
+2,382
875
$409K 0.01%
7,898
+200
33 34
35
36 37