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
1051
$277K 0.01%
5,258
1052
$275K 0.01%
20,127
+253
1053
$275K 0.01%
18,431
+2,205
1054
$273K 0.01%
19,260
+2,260
1055
$273K 0.01%
4,595
-320
1056
$273K 0.01%
10,025
-1,521
1057
$273K 0.01%
+5,222
1058
$272K 0.01%
19,050
-16,760
1059
$272K 0.01%
8,642
-798
1060
$271K 0.01%
+438
1061
$271K 0.01%
6,924
1062
$269K 0.01%
19,427
+6
1063
$268K 0.01%
5,676
-182
1064
$268K 0.01%
21,957
-724
1065
$267K 0.01%
20,136
-2,500
1066
$266K 0.01%
34,532
+7,859
1067
$265K 0.01%
19,845
+50
1068
$265K 0.01%
7,245
-6,826
1069
$264K 0.01%
99,036
+11,879
1070
$264K 0.01%
5,538
-162
1071
$264K 0.01%
+7,960
1072
$263K 0.01%
8,278
+1,763
1073
$263K 0.01%
27,418
+1,705
1074
$262K 0.01%
3,337
-558
1075
$262K 0.01%
4,353
+189
41 42
43
44 45