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
1126
$237K 0.01%
4,091
+83
1127
$237K 0.01%
4,951
-847
1128
$236K 0.01%
20,531
-998
1129
$236K 0.01%
+4,336
1130
$236K 0.01%
+3,856
1131
$235K 0.01%
26,417
+3,537
1132
$234K 0.01%
14,192
-70
1133
$234K 0.01%
10,370
+872
1134
$234K 0.01%
+2,313
1135
$233K 0.01%
+1,878
1136
$232K 0.01%
18,096
-2,647
1137
$232K 0.01%
7,245
+1,140
1138
$231K 0.01%
1,680
-238
1139
$230K 0.01%
+3,392
1140
$229K 0.01%
+2,471
1141
$229K 0.01%
25,355
+1,613
1142
$228K 0.01%
19,963
-2,288
1143
$228K 0.01%
7,134
+300
1144
$228K 0.01%
+4,638
1145
$228K 0.01%
13,768
-1,714
1146
$228K 0.01%
5,973
-2,727
1147
$227K 0.01%
17,632
-456,443
1148
$226K 0.01%
14,379
+3,774
1149
$226K 0.01%
3,338
-1,100
1150
$226K 0.01%
+331
44 45
46
47 48