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
976
$335K 0.01%
8,824
+1,900
977
$335K 0.01%
+6,688
978
$335K 0.01%
9,586
+1,948
979
$334K 0.01%
20,210
-1,829
980
$333K 0.01%
24,502
+737
981
$333K 0.01%
16,225
-21,562
982
$332K 0.01%
24,590
+2,225
983
$331K 0.01%
3,664
-47
984
$328K 0.01%
11,730
+525
985
$328K 0.01%
12,263
+510
986
$327K 0.01%
8,090
+1,059
987
$327K 0.01%
408
988
$327K 0.01%
3,291
+695
989
$324K 0.01%
3,123
+317
990
$324K 0.01%
+14,016
991
$324K 0.01%
26,387
+6,730
992
$323K 0.01%
+12,427
993
$321K 0.01%
11,110
-1,759
994
$320K 0.01%
5,348
-938
995
$320K 0.01%
2,726
+40
996
$318K 0.01%
14,842
-3,988
997
$318K 0.01%
61,128
+46,954
998
$317K 0.01%
6,201
+135
999
$317K 0.01%
24,006
-36,596
1000
$317K 0.01%
1,378
-600
38 39
40
41 42