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
1076
$269K 0.01%
+4,989
1077
$269K 0.01%
2,886
+23
1078
$269K 0.01%
16,771
-226
1079
$269K 0.01%
+12,692
1080
$268K 0.01%
+12,423
1081
$267K 0.01%
12,234
+1,055
1082
$267K 0.01%
41,252
-281
1083
$267K 0.01%
40,795
+6,112
1084
$267K 0.01%
3,394
-250
1085
$266K 0.01%
8,559
-222
1086
$266K 0.01%
5,846
1087
$265K 0.01%
6,124
-6,078
1088
$265K 0.01%
+5,823
1089
$264K 0.01%
6,487
+326
1090
$264K 0.01%
13,796
-1,755
1091
$264K 0.01%
+9,696
1092
$264K 0.01%
+8,295
1093
$263K 0.01%
5,889
+22
1094
$262K 0.01%
5,776
1095
$261K 0.01%
19,872
+703
1096
$261K 0.01%
14,780
+2,931
1097
$261K 0.01%
3,016
-47
1098
$260K 0.01%
12,463
-4,051
1099
$260K 0.01%
3,506
+68
1100
$260K 0.01%
+11,410
42 43
44
45 46