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
1126
$247K 0.01%
2,545
-128
1127
$247K 0.01%
3,373
+133
1128
$246K 0.01%
+3,048
1129
$246K 0.01%
+1,343
1130
$246K 0.01%
+3,586
1131
$245K 0.01%
18,403
+2,802
1132
$245K 0.01%
6,104
-11,393
1133
$245K 0.01%
16,004
-1,099
1134
$244K 0.01%
+6,522
1135
$244K 0.01%
20,538
+3,628
1136
$243K 0.01%
21,918
-739
1137
$243K 0.01%
4,661
+884
1138
$243K 0.01%
13,236
+510
1139
$242K 0.01%
20,895
1140
$242K 0.01%
19,813
-3,797
1141
$242K 0.01%
+3,722
1142
$241K 0.01%
+13,805
1143
$241K 0.01%
2,731
+502
1144
$241K 0.01%
22,833
+55
1145
$240K 0.01%
3,330
+122
1146
$239K 0.01%
8,590
+1,010
1147
$239K 0.01%
8,932
-2,659
1148
$238K 0.01%
+9,648
1149
$238K 0.01%
8,802
+1,068
1150
$238K 0.01%
17,550
+5,150
44 45
46
47 48