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
851
$419K 0.01%
29,083
+2,767
852
$418K 0.01%
10,844
-1,656
853
$418K 0.01%
23,118
+570
854
$417K 0.01%
6,216
+3,611
855
$417K 0.01%
8,191
-6,755
856
$416K 0.01%
9,273
+40
857
$416K 0.01%
18,360
+1,004
858
$416K 0.01%
+16,339
859
$415K 0.01%
16,514
+3,667
860
$414K 0.01%
9,324
+116
861
$414K 0.01%
10,051
+435
862
$413K 0.01%
8,801
-12,885
863
$413K 0.01%
+25,676
864
$412K 0.01%
9,401
+549
865
$410K 0.01%
8,288
+1,427
866
$410K 0.01%
4,828
-42
867
$410K 0.01%
59,040
+12,096
868
$408K 0.01%
15,046
-9,858
869
$407K 0.01%
5,678
+36
870
$407K 0.01%
4,200
+359
871
$406K 0.01%
+5,995
872
$406K 0.01%
13,979
+2,249
873
$403K 0.01%
4,414
+1,041
874
$402K 0.01%
29,931
+7,307
875
$402K 0.01%
+20,189
33 34
35
36 37