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
76
$9.22M 0.29%
117,030
+6,045
77
$9.02M 0.28%
375,498
+2,237
78
$9.01M 0.28%
152,652
+6,063
79
$8.83M 0.27%
162,882
+3,164
80
$8.66M 0.27%
187,241
+5,054
81
$8.39M 0.26%
134,118
+6,610
82
$8.17M 0.25%
147,158
+4,245
83
$8.12M 0.25%
524,040
+12,207
84
$8.09M 0.25%
164,662
+4,565
85
$8M 0.25%
66,997
+8,979
86
$7.87M 0.24%
89,888
+3,402
87
$7.84M 0.24%
113,587
+1,451
88
$7.84M 0.24%
101,990
+4,966
89
$7.78M 0.24%
61,908
+15,622
90
$7.54M 0.23%
132,186
-27,268
91
$7.48M 0.23%
158,491
+4,181
92
$7.41M 0.23%
266,463
-2,825
93
$7.39M 0.23%
178,653
-2,988
94
$7.28M 0.23%
335,351
+101,653
95
$7.26M 0.22%
253,755
+28,155
96
$7.22M 0.22%
68,229
-23,734
97
$7.15M 0.22%
79,789
+3,169
98
$7.1M 0.22%
89,640
-5,235
99
$7M 0.22%
76,489
+7,418
100
$7M 0.22%
62,716
+11,637
2 3
4
5 6