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
1176
$230K 0.01%
+8,251
1177
$230K 0.01%
4,466
+282
1178
$229K 0.01%
8,906
-270
1179
$229K 0.01%
8,641
+230
1180
$228K 0.01%
6,635
+303
1181
$228K 0.01%
5,372
+1,492
1182
$227K 0.01%
3,501
-1,197
1183
$227K 0.01%
28,438
+11,512
1184
$227K 0.01%
4,402
+247
1185
$227K 0.01%
+8,855
1186
$226K 0.01%
10,255
+1,639
1187
$226K 0.01%
8,204
-16
1188
$226K 0.01%
+20,706
1189
$226K 0.01%
83,455
+2,306
1190
$225K 0.01%
6,602
-1,518
1191
$225K 0.01%
17,278
+1,887
1192
$225K 0.01%
3,922
+1
1193
$225K 0.01%
16,761
-8,102
1194
$225K 0.01%
22,586
+367
1195
$224K 0.01%
1,614
+65
1196
$223K 0.01%
3,334
-3,842
1197
$223K 0.01%
+4,457
1198
$222K 0.01%
10,928
+2,594
1199
$221K 0.01%
20,500
-1,975
1200
$221K 0.01%
+7,995
46 47
48
49 50