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
101
$7.17M 0.21%
60,892
+703
102
$7.11M 0.2%
116,162
+14,552
103
$7.07M 0.2%
+282,771
104
$7.05M 0.2%
101,190
+683
105
$6.98M 0.2%
156,202
+8,021
106
$6.98M 0.2%
71,768
+6,439
107
$6.75M 0.19%
128,310
+44
108
$6.71M 0.19%
+289,077
109
$6.7M 0.19%
290,796
-9,381
110
$6.69M 0.19%
154,580
+17,128
111
$6.66M 0.19%
152,134
+16,108
112
$6.57M 0.19%
137,071
+6,607
113
$6.46M 0.19%
+13,557
114
$6.36M 0.18%
117,184
+17,150
115
$6.28M 0.18%
227,003
-6,721
116
$6.27M 0.18%
290,259
+11,337
117
$6.27M 0.18%
110,232
+8,704
118
$6.25M 0.18%
175,577
+7,964
119
$6.13M 0.18%
72,281
-7,001
120
$6.07M 0.17%
245,350
+15,025
121
$6.01M 0.17%
302,259
+26,607
122
$5.99M 0.17%
244,596
+4,011
123
$5.99M 0.17%
153,980
-3,108
124
$5.98M 0.17%
91,559
+176
125
$5.94M 0.17%
51,197
+1,428
3 4
5
6 7