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
1176
$215K 0.01%
+7,561
1177
$215K 0.01%
22,116
+1,075
1178
$214K 0.01%
+12,624
1179
$214K 0.01%
11,367
+138
1180
$214K 0.01%
+17,807
1181
$214K 0.01%
6,307
-966
1182
$214K 0.01%
+4,685
1183
$213K 0.01%
5,031
-239
1184
$212K 0.01%
13,986
+1,122
1185
$212K 0.01%
6,235
+183
1186
$211K 0.01%
4,225
-2,072
1187
$211K 0.01%
7,792
+28
1188
$211K 0.01%
+5,401
1189
$210K 0.01%
26,408
+3,675
1190
$210K 0.01%
+25,776
1191
$209K 0.01%
+3,846
1192
$209K 0.01%
+4,139
1193
$208K 0.01%
3,307
-315
1194
$208K 0.01%
+2,776
1195
$208K 0.01%
+3,028
1196
$208K 0.01%
8,258
-3,510
1197
$208K 0.01%
414,200
+280
1198
$208K 0.01%
+1,330
1199
$208K 0.01%
7,194
-1,170
1200
$207K 0.01%
1,564
-101
46 47
48
49 50