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
901
$385K 0.01%
8,787
-948
902
$384K 0.01%
32,675
+15,467
903
$384K 0.01%
3,999
+427
904
$383K 0.01%
35,946
+6,604
905
$381K 0.01%
2,907
-826
906
$379K 0.01%
7,382
-154
907
$378K 0.01%
6,697
+1,403
908
$377K 0.01%
+5,326
909
$376K 0.01%
28,607
+12,992
910
$376K 0.01%
+10,832
911
$376K 0.01%
6,747
-1,005
912
$375K 0.01%
7,098
+142
913
$375K 0.01%
14,013
+1,085
914
$374K 0.01%
4,307
+368
915
$374K 0.01%
8,513
+169
916
$374K 0.01%
18,328
+3,321
917
$374K 0.01%
37,735
-4,500
918
$373K 0.01%
27,350
+700
919
$373K 0.01%
7,871
-780
920
$373K 0.01%
8,962
-1,423
921
$372K 0.01%
+7,904
922
$372K 0.01%
18,570
+1,546
923
$370K 0.01%
18,067
+2,417
924
$367K 0.01%
7,137
-679
925
$366K 0.01%
8,508
+820
35 36
37
38 39