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
1151
$226K 0.01%
+5,816
1152
$225K 0.01%
+22,380
1153
$225K 0.01%
11,147
-1,217
1154
$225K 0.01%
8,693
1155
$224K 0.01%
+3,062
1156
$224K 0.01%
4,234
-2,284
1157
$223K 0.01%
+8,421
1158
$223K 0.01%
2,861
-1,171
1159
$222K 0.01%
4,150
-1,238
1160
$222K 0.01%
70,797
+24,040
1161
$221K 0.01%
12,337
+2,176
1162
$221K 0.01%
+5,964
1163
$221K 0.01%
17,645
+173
1164
$221K 0.01%
+3,196
1165
$220K 0.01%
7,603
1166
$220K 0.01%
9,300
1167
$220K 0.01%
18,580
+464
1168
$219K 0.01%
+4,290
1169
$218K 0.01%
45,529
+20,190
1170
$218K 0.01%
3,257
-1,098
1171
$217K 0.01%
22,729
-485
1172
$217K 0.01%
12,599
-269
1173
$217K 0.01%
28,088
-576
1174
$216K 0.01%
6,440
+134
1175
$216K 0.01%
42,100
45 46
47
48 49