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
1101
$260K 0.01%
57
+24
1102
$257K 0.01%
6,909
-255
1103
$257K 0.01%
+9,003
1104
$257K 0.01%
+6,023
1105
$257K 0.01%
2,884
+31
1106
$257K 0.01%
10,006
+3,919
1107
$256K 0.01%
9,045
+553
1108
$256K 0.01%
5,364
-2,431
1109
$256K 0.01%
8,107
-563
1110
$256K 0.01%
+3,462
1111
$255K 0.01%
+4,841
1112
$255K 0.01%
8,562
-198
1113
$255K 0.01%
+20,170
1114
$254K 0.01%
8,184
+178
1115
$254K 0.01%
4,933
-1,382
1116
$254K 0.01%
+7,423
1117
$254K 0.01%
+26,261
1118
$252K 0.01%
9,529
+1,993
1119
$252K 0.01%
5,168
+92
1120
$251K 0.01%
+6,255
1121
$251K 0.01%
6,290
-1,038
1122
$251K 0.01%
7,055
+649
1123
$249K 0.01%
+8,548
1124
$248K 0.01%
7,876
+1,737
1125
$248K 0.01%
6,056
+30
43 44
45
46 47