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
1101
$245K 0.01%
+4,677
1102
$245K 0.01%
9,132
+1,740
1103
$245K 0.01%
8,637
-1,627
1104
$245K 0.01%
+6,763
1105
$245K 0.01%
16,704
1106
$244K 0.01%
9,349
+30
1107
$244K 0.01%
21,668
-634,720
1108
$243K 0.01%
12,288
+151
1109
$243K 0.01%
7,062
+8
1110
$243K 0.01%
+18,099
1111
$242K 0.01%
5,610
1112
$241K 0.01%
8,447
-785
1113
$241K 0.01%
21,463
-591,032
1114
$241K 0.01%
+8,831
1115
$240K 0.01%
17,283
-1,304
1116
$240K 0.01%
+3,293
1117
$239K 0.01%
9,120
-4,717
1118
$239K 0.01%
4,168
-254
1119
$239K 0.01%
8,546
-912
1120
$239K 0.01%
3,777
+40
1121
$239K 0.01%
14,362
-245
1122
$238K 0.01%
5,327
-313
1123
$238K 0.01%
9,406
+798
1124
$238K 0.01%
4,051
-63
1125
$237K 0.01%
+4,276
43 44
45
46 47