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
101
$7M 0.22%
85,893
-437
102
$6.79M 0.21%
157,398
-6,704
103
$6.67M 0.21%
52,932
-3,291
104
$6.62M 0.21%
240,144
-8,499
105
$6.6M 0.2%
310,254
+158,767
106
$6.59M 0.2%
146,371
+4,481
107
$6.44M 0.2%
154,168
+1,956
108
$6.34M 0.2%
380,138
-15,680
109
$6.24M 0.19%
59,436
+3,319
110
$6.2M 0.19%
50,144
-3,198
111
$6.11M 0.19%
116,206
+10,242
112
$6.08M 0.19%
92,902
-35
113
$5.88M 0.18%
26
+1
114
$5.78M 0.18%
48,513
+1,419
115
$5.75M 0.18%
68,856
+5,439
116
$5.61M 0.17%
119,472
+8,408
117
$5.6M 0.17%
86,138
+2,030
118
$5.59M 0.17%
211,098
-194,051
119
$5.57M 0.17%
84,402
+2,938
120
$5.54M 0.17%
153,368
+1,442
121
$5.46M 0.17%
47,251
+473
122
$5.4M 0.17%
74,782
+37,611
123
$5.33M 0.17%
288,732
-11,523
124
$5.26M 0.16%
644,040
+290,682
125
$5.15M 0.16%
32,343
+3,635
3 4
5
6 7