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
1001
$313K 0.01%
21,496
+6,300
1002
$313K 0.01%
4,962
-1,297
1003
$313K 0.01%
3,700
+77
1004
$312K 0.01%
38,760
-26,178
1005
$311K 0.01%
46,108
+3,189
1006
$311K 0.01%
8,775
-745
1007
$310K 0.01%
6,099
-92
1008
$310K 0.01%
16,086
+223
1009
$308K 0.01%
8,459
+2,374
1010
$308K 0.01%
19,255
-632,291
1011
$308K 0.01%
22,572
1012
$307K 0.01%
6,562
+1,607
1013
$307K 0.01%
18,990
-200
1014
$306K 0.01%
48,733
-10,907
1015
$306K 0.01%
3,705
-2,354
1016
$305K 0.01%
22,203
+2,755
1017
$305K 0.01%
+16,545
1018
$305K 0.01%
2,695
-13
1019
$304K 0.01%
7,339
+288
1020
$303K 0.01%
5,402
+1,932
1021
$303K 0.01%
3,400
+965
1022
$301K 0.01%
4,800
-1,145
1023
$301K 0.01%
+13,328
1024
$300K 0.01%
+12,898
1025
$298K 0.01%
16,384
+1,000
39 40
41
42 43