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
876
$401K 0.01%
15,541
+378
877
$400K 0.01%
11,311
+2,276
878
$400K 0.01%
38,820
-4,512
879
$399K 0.01%
+80,958
880
$398K 0.01%
3,643
+659
881
$398K 0.01%
148,111
-37,465
882
$396K 0.01%
+6,484
883
$396K 0.01%
+7,486
884
$396K 0.01%
7,549
+75
885
$395K 0.01%
31,590
+7,390
886
$395K 0.01%
78,441
+6,256
887
$394K 0.01%
8,336
-174
888
$394K 0.01%
18,288
-536
889
$394K 0.01%
2,074
-37
890
$392K 0.01%
12,323
-471
891
$391K 0.01%
3,223
-63
892
$391K 0.01%
15,827
-400
893
$390K 0.01%
1,815
-465
894
$390K 0.01%
52,872
-10,240
895
$390K 0.01%
8,014
-8,965
896
$388K 0.01%
+4,284
897
$388K 0.01%
+13,991
898
$388K 0.01%
15,999
+297
899
$388K 0.01%
34,466
-38,861
900
$387K 0.01%
15,674
-8,561
34 35
36
37 38