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
951
$349K 0.01%
50,754
+8,514
952
$348K 0.01%
10,290
-2,406
953
$348K 0.01%
6,380
-2,370
954
$345K 0.01%
7,130
-730
955
$345K 0.01%
+5,403
956
$344K 0.01%
17,055
+6,879
957
$343K 0.01%
3,868
-444
958
$343K 0.01%
4,135
959
$343K 0.01%
7,401
+1,276
960
$343K 0.01%
10,889
+1,163
961
$342K 0.01%
+14,514
962
$342K 0.01%
9,462
-1,591
963
$342K 0.01%
25,720
+2,089
964
$342K 0.01%
44,950
+3,937
965
$341K 0.01%
61,065
-35,583
966
$341K 0.01%
6,166
+50
967
$341K 0.01%
25,659
+1,773
968
$340K 0.01%
+2,082
969
$339K 0.01%
15,192
+603
970
$338K 0.01%
19,483
-125
971
$337K 0.01%
2,751
+656
972
$337K 0.01%
7,350
+78
973
$337K 0.01%
30,950
+1,740
974
$336K 0.01%
46,519
-1,285
975
$335K 0.01%
57,125
-3,294
37 38
39
40 41