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
76
$9.51M 0.27%
700,428
+2,061
77
$9.49M 0.27%
97,970
-7,610
78
$9.4M 0.27%
95,703
+11,749
79
$9.31M 0.27%
202,746
+11,220
80
$9.21M 0.26%
172,858
-50,656
81
$9.06M 0.26%
91,969
-1,389
82
$8.73M 0.25%
158,201
+3,307
83
$8.67M 0.25%
220,716
-148,708
84
$8.49M 0.24%
68,706
+17,074
85
$8.45M 0.24%
73,125
+4,925
86
$8.35M 0.24%
140,980
-10,615
87
$8.28M 0.24%
135,728
-813
88
$8.1M 0.23%
241,813
-2,926
89
$8.09M 0.23%
308,310
-3,125
90
$8.09M 0.23%
66,743
-1,671
91
$8.06M 0.23%
49,541
-6,598
92
$8.03M 0.23%
74,418
+20,869
93
$7.97M 0.23%
110,525
-11,876
94
$7.92M 0.23%
167,973
+2,362
95
$7.75M 0.22%
287,632
-17,056
96
$7.41M 0.21%
102,941
+16,892
97
$7.38M 0.21%
225,272
-94,963
98
$7.35M 0.21%
362,658
+3,477
99
$7.27M 0.21%
91,696
+492
100
$7.18M 0.21%
149,534
+15,483
2 3
4
5 6