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
926
$366K 0.01%
44,099
+9,506
927
$366K 0.01%
7,070
-4,113
928
$365K 0.01%
18,101
-234
929
$364K 0.01%
10,927
-2,110
930
$364K 0.01%
6,512
+1,092
931
$363K 0.01%
2,535
-73
932
$361K 0.01%
7,141
+286
933
$359K 0.01%
+7,480
934
$358K 0.01%
5,884
+1,092
935
$357K 0.01%
22,157
+34
936
$356K 0.01%
22,804
937
$355K 0.01%
9,703
-3,594
938
$355K 0.01%
20,663
939
$355K 0.01%
+36
940
$354K 0.01%
37,181
+5,629
941
$352K 0.01%
4,307
-485
942
$352K 0.01%
22,204
+11,835
943
$352K 0.01%
8,067
-598
944
$351K 0.01%
26,195
-2,938
945
$351K 0.01%
28,114
+801
946
$350K 0.01%
5,982
+1,027
947
$349K 0.01%
9,262
+518
948
$349K 0.01%
6,962
+1,044
949
$347K 0.01%
1,904
+29
950
$345K 0.01%
14,054
-868
36 37
38
39 40