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
1201
$221K 0.01%
3,870
-8,065
1202
$221K 0.01%
+11,650
1203
$221K 0.01%
13,800
+3,700
1204
$220K 0.01%
8,891
-631
1205
$219K 0.01%
+3,953
1206
$219K 0.01%
10,410
-1,901
1207
$219K 0.01%
7,659
-2,106
1208
$219K 0.01%
+6,652
1209
$218K 0.01%
+22,854
1210
$218K 0.01%
5,749
+359
1211
$218K 0.01%
+12,162
1212
$217K 0.01%
5,310
-248
1213
$217K 0.01%
+6,442
1214
$216K 0.01%
+44,069
1215
$216K 0.01%
38,062
1216
$216K 0.01%
3,839
-20,708
1217
$215K 0.01%
13,222
+228
1218
$215K 0.01%
12,506
+153
1219
$215K 0.01%
+4,740
1220
$215K 0.01%
+8,665
1221
$214K 0.01%
21,358
+850
1222
$214K 0.01%
16,037
-1,872
1223
$214K 0.01%
35,719
1224
$213K 0.01%
6,375
+20
1225
$212K 0.01%
15,216
-2,409
47 48
49
50 51