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
951
$345K 0.01%
25,935
+200
952
$345K 0.01%
12,985
-200
953
$344K 0.01%
8,806
-35,249
954
$342K 0.01%
8,623
-2,925
955
$341K 0.01%
4,300
-965
956
$339K 0.01%
7,978
+526
957
$338K 0.01%
13,667
+574
958
$337K 0.01%
22,871
-2,000
959
$337K 0.01%
12,630
960
$336K 0.01%
7,287
+1,847
961
$336K 0.01%
14,477
+60
962
$335K 0.01%
6,216
+344
963
$335K 0.01%
12,444
+1,644
964
$335K 0.01%
9,682
-1,519
965
$334K 0.01%
53,565
966
$334K 0.01%
6,621
-24
967
$333K 0.01%
25,350
+1,900
968
$333K 0.01%
8,390
+1,605
969
$332K 0.01%
10,742
+2,531
970
$330K 0.01%
14,907
-4,448
971
$329K 0.01%
28,988
+3,086
972
$329K 0.01%
26,631
-3,943
973
$329K 0.01%
4,498
-3,810
974
$328K 0.01%
25,412
+1,612
975
$328K 0.01%
11,081
-448
37 38
39
40 41