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
1026
$297K 0.01%
4,273
+221
1027
$297K 0.01%
24,675
-13,446
1028
$297K 0.01%
6,235
-1,655
1029
$296K 0.01%
15,468
+400
1030
$296K 0.01%
+3,729
1031
$295K 0.01%
+4,022
1032
$295K 0.01%
58,824
+23,835
1033
$295K 0.01%
13,629
+397
1034
$294K 0.01%
15,768
-944
1035
$294K 0.01%
10,678
1036
$292K 0.01%
5,763
+858
1037
$290K 0.01%
25,550
-7,615
1038
$290K 0.01%
11,506
-555
1039
$288K 0.01%
7,951
+397
1040
$287K 0.01%
+101,744
1041
$287K 0.01%
11,543
-207
1042
$287K 0.01%
5,448
-700
1043
$286K 0.01%
37,721
+23,163
1044
$286K 0.01%
+5,778
1045
$286K 0.01%
18,078
1046
$286K 0.01%
19,307
+130
1047
$285K 0.01%
4,357
+391
1048
$285K 0.01%
33,425
+1,349
1049
$284K 0.01%
17,321
-3,103
1050
$284K 0.01%
10,708
40 41
42
43 44