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
1151
$238K 0.01%
15,784
+404
1152
$238K 0.01%
1,516
+8
1153
$237K 0.01%
8,440
+334
1154
$237K 0.01%
10,296
-47,411
1155
$237K 0.01%
6,933
+600
1156
$237K 0.01%
5,966
-1,650
1157
$237K 0.01%
+384,840
1158
$237K 0.01%
3,353
-215
1159
$237K 0.01%
3,295
+100
1160
$236K 0.01%
5,198
-445
1161
$236K 0.01%
8,033
+947
1162
$236K 0.01%
4,929
+1,219
1163
$236K 0.01%
+833
1164
$236K 0.01%
9,337
+203
1165
$236K 0.01%
8,162
+1,326
1166
$236K 0.01%
16,504
1167
$236K 0.01%
+18,994
1168
$235K 0.01%
47,143
+2,678
1169
$235K 0.01%
8,590
+32
1170
$235K 0.01%
4,801
+329
1171
$234K 0.01%
5,268
1172
$233K 0.01%
+3,804
1173
$232K 0.01%
1,093
+1
1174
$232K 0.01%
+4,973
1175
$230K 0.01%
8,195
+1,983
45 46
47
48 49