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
926
$366K 0.01%
2,408
+92
927
$366K 0.01%
27,941
+869
928
$365K 0.01%
3,189
-990
929
$365K 0.01%
8,789
+1,045
930
$364K 0.01%
9,534
-2,103
931
$364K 0.01%
7,484
-2,304
932
$364K 0.01%
37,845
-800
933
$363K 0.01%
8,109
-4,305
934
$362K 0.01%
11,315
-74
935
$360K 0.01%
12,316
-1,591
936
$359K 0.01%
+16,833
937
$358K 0.01%
2,941
+565
938
$357K 0.01%
16,253
-19,564
939
$357K 0.01%
14,400
-18,840
940
$357K 0.01%
27,592
+9,396
941
$354K 0.01%
28,007
+3,330
942
$354K 0.01%
5,769
-2,345
943
$353K 0.01%
5,945
+354
944
$353K 0.01%
13,455
-2,006
945
$351K 0.01%
+20,219
946
$351K 0.01%
11,140
-3,977
947
$350K 0.01%
19,386
-464
948
$350K 0.01%
+12,331
949
$350K 0.01%
29,309
-9,551
950
$350K 0.01%
26,524
+1,400
36 37
38
39 40