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
901
$386K 0.01%
4,652
-2,392
902
$384K 0.01%
5,761
-258
903
$384K 0.01%
28,454
-4,409
904
$382K 0.01%
+28,311
905
$380K 0.01%
4,789
+313
906
$379K 0.01%
6,077
907
$379K 0.01%
27,918
+3,155
908
$378K 0.01%
7,383
-1,100
909
$377K 0.01%
7,641
-2,700
910
$377K 0.01%
10,618
+3,072
911
$376K 0.01%
38,821
-168
912
$373K 0.01%
5,767
+183
913
$373K 0.01%
183,939
+6,776
914
$372K 0.01%
+14,320
915
$371K 0.01%
23,085
+435
916
$371K 0.01%
10,524
+3,560
917
$370K 0.01%
28,589
+4,928
918
$369K 0.01%
5,100
+883
919
$369K 0.01%
7,497
+69
920
$368K 0.01%
+13,448
921
$368K 0.01%
3,782
+177
922
$367K 0.01%
+7,805
923
$367K 0.01%
+24,301
924
$366K 0.01%
6,654
+130
925
$366K 0.01%
4,741
+166
35 36
37
38 39