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
876
$409K 0.01%
29,929
+5,000
877
$408K 0.01%
4,300
+66
878
$408K 0.01%
37,228
+59
879
$401K 0.01%
14,633
+4,976
880
$400K 0.01%
29,006
+952
881
$399K 0.01%
11,508
+588
882
$399K 0.01%
28,954
+847
883
$399K 0.01%
55,005
+15
884
$397K 0.01%
4,408
-23
885
$397K 0.01%
+3,515
886
$395K 0.01%
28,398
887
$395K 0.01%
22,059
-6,359
888
$394K 0.01%
6,462
+2,830
889
$393K 0.01%
15,078
-1,848
890
$393K 0.01%
21,685
-6,753
891
$392K 0.01%
47,824
+5,432
892
$391K 0.01%
6,868
-17
893
$390K 0.01%
+5,527
894
$390K 0.01%
18,002
+1,069
895
$389K 0.01%
27,263
+839
896
$388K 0.01%
38,853
-1,581
897
$388K 0.01%
25,467
+6,967
898
$387K 0.01%
79,380
+34,930
899
$386K 0.01%
9,633
+3,263
900
$385K 0.01%
17,291
-3,377
34 35
36
37 38