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
1026
$297K 0.01%
20,306
-1,600
1027
$296K 0.01%
6,602
-976
1028
$296K 0.01%
19,564
-150
1029
$296K 0.01%
15,226
-400
1030
$294K 0.01%
1,900
-41
1031
$292K 0.01%
9,958
+598
1032
$292K 0.01%
18,394
+46
1033
$291K 0.01%
7,624
+632
1034
$291K 0.01%
11,931
+2,569
1035
$289K 0.01%
4,359
+1,102
1036
$285K 0.01%
7,249
+1,854
1037
$284K 0.01%
9,161
+3,243
1038
$283K 0.01%
21,390
+523
1039
$283K 0.01%
4,249
-943
1040
$283K 0.01%
6,652
+1,032
1041
$282K 0.01%
+5,625
1042
$280K 0.01%
5,915
+1,436
1043
$279K 0.01%
26,406
+13,069
1044
$279K 0.01%
3,298
-9
1045
$279K 0.01%
58,405
+3,425
1046
$278K 0.01%
34,230
-7,565
1047
$277K 0.01%
6,121
+490
1048
$277K 0.01%
9,916
+2,284
1049
$277K 0.01%
30,490
-7,860
1050
$277K 0.01%
3,453
+238
40 41
42
43 44