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
1051
$283K 0.01%
21,736
+4,000
1052
$282K 0.01%
20,100
-44,700
1053
$282K 0.01%
+439
1054
$282K 0.01%
+14,191
1055
$281K 0.01%
6,653
-26
1056
$281K 0.01%
43,476
+1,498
1057
$281K 0.01%
+5,382
1058
$281K 0.01%
7,309
-2,846
1059
$280K 0.01%
19,635
+4,723
1060
$280K 0.01%
6,500
-9,548
1061
$279K 0.01%
13,376
-2,761
1062
$279K 0.01%
1,519
-35
1063
$279K 0.01%
6,944
-776
1064
$278K 0.01%
19,531
1065
$274K 0.01%
8,090
-190
1066
$274K 0.01%
21,340
-4,791
1067
$273K 0.01%
+9,565
1068
$273K 0.01%
42,927
+18,860
1069
$272K 0.01%
+9,193
1070
$272K 0.01%
17,901
+949
1071
$271K 0.01%
7,433
-654
1072
$271K 0.01%
+10,998
1073
$271K 0.01%
+5,503
1074
$270K 0.01%
5,740
-342
1075
$269K 0.01%
8,669
+1,581
41 42
43
44 45