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
1001
$316K 0.01%
+48,440
1002
$314K 0.01%
17,882
+924
1003
$313K 0.01%
1,651
-292
1004
$313K 0.01%
5,482
-490
1005
$313K 0.01%
2,997
-428
1006
$312K 0.01%
5,738
-200
1007
$311K 0.01%
8,880
-940
1008
$311K 0.01%
6,052
-96
1009
$310K 0.01%
3,935
-280
1010
$310K 0.01%
6,393
-340
1011
$309K 0.01%
5,876
+462
1012
$308K 0.01%
39,030
+2,302
1013
$307K 0.01%
14,593
+58
1014
$306K 0.01%
+7,914
1015
$306K 0.01%
+10,382
1016
$306K 0.01%
+7,632
1017
$304K 0.01%
19,377
+35
1018
$303K 0.01%
+24,746
1019
$303K 0.01%
27,354
+163
1020
$303K 0.01%
29,458
-13,471
1021
$300K 0.01%
+6,661
1022
$299K 0.01%
59,007
-1,407
1023
$299K 0.01%
23,002
+4,949
1024
$298K 0.01%
4,309
+195
1025
$297K 0.01%
+6,151
39 40
41
42 43