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
1201
$207K 0.01%
+1,242
1202
$206K 0.01%
+14,829
1203
$206K 0.01%
18,449
+10,515
1204
$206K 0.01%
+3,863
1205
$206K 0.01%
+13,554
1206
$205K 0.01%
3,709
-1,858
1207
$205K 0.01%
18,239
+295
1208
$205K 0.01%
17,945
1209
$205K 0.01%
6,397
+2
1210
$205K 0.01%
+2,032
1211
$204K 0.01%
+4,345
1212
$204K 0.01%
4,390
+22
1213
$203K 0.01%
5,275
-85
1214
$203K 0.01%
4,140
-354
1215
$202K 0.01%
+3,788
1216
$201K 0.01%
+9,074
1217
$201K 0.01%
+7,089
1218
$201K 0.01%
+499
1219
$201K 0.01%
+3,630
1220
$200K 0.01%
17,208
1221
$199K 0.01%
10,925
+800
1222
$198K 0.01%
5,464
+135
1223
$195K 0.01%
15,246
+2,521
1224
$191K 0.01%
30,977
+875
1225
$191K 0.01%
15,565
+1,253
47 48
49
50 51