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
1076
$262K 0.01%
17,945
+4,735
1077
$261K 0.01%
3,794
+254
1078
$261K 0.01%
+4,460
1079
$260K 0.01%
5,102
-588
1080
$259K 0.01%
5,748
-1,122
1081
$259K 0.01%
5,100
-1,474
1082
$258K 0.01%
8,840
+40
1083
$258K 0.01%
21,794
-16,944
1084
$257K 0.01%
8,745
-1,664
1085
$257K 0.01%
5,370
-573
1086
$257K 0.01%
26,985
+8,075
1087
$257K 0.01%
+2,955
1088
$256K 0.01%
+8,572
1089
$255K 0.01%
6,218
-2,103
1090
$255K 0.01%
3,398
-210
1091
$253K 0.01%
13,576
+2,078
1092
$253K 0.01%
+3,443
1093
$252K 0.01%
16,336
-4,454
1094
$251K 0.01%
7,697
-3
1095
$250K 0.01%
+6,994
1096
$248K 0.01%
35,719
1097
$247K 0.01%
8,401
-4,142
1098
$247K 0.01%
6,918
+600
1099
$247K 0.01%
19,534
-2,961
1100
$246K 0.01%
4,321
-62
42 43
44
45 46