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
976
$328K 0.01%
3,983
-21,804
977
$328K 0.01%
3,706
+3
978
$328K 0.01%
6,566
-541
979
$327K 0.01%
+18,066
980
$325K 0.01%
15,359
-669
981
$325K 0.01%
6,302
-1,068
982
$324K 0.01%
3,145
+489
983
$324K 0.01%
6,676
-2,161
984
$323K 0.01%
46,073
+155
985
$323K 0.01%
32,915
-14,729
986
$322K 0.01%
25,599
+431
987
$322K 0.01%
7,479
-1,786
988
$320K 0.01%
1,330
+173
989
$319K 0.01%
4,854
+1,358
990
$317K 0.01%
13,395
-3,800
991
$317K 0.01%
4,174
+570
992
$316K 0.01%
7,144
+1,568
993
$316K 0.01%
8,610
-288
994
$316K 0.01%
15,551
-140
995
$316K 0.01%
17,758
-2,671
996
$315K 0.01%
17,488
-431
997
$315K 0.01%
7,983
+1,006
998
$314K 0.01%
+4,739
999
$314K 0.01%
9,760
-2,150
1000
$313K 0.01%
14,766
+1,284
38 39
40
41 42