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
1226
$190K 0.01%
12,087
-2,265
1227
$190K 0.01%
19,462
+925
1228
$189K 0.01%
13,026
+1,280
1229
$187K 0.01%
4,256
1230
$186K 0.01%
43,333
-22,021
1231
$186K 0.01%
13,886
+150
1232
$184K 0.01%
38,240
+2,861
1233
$182K 0.01%
10,994
-673
1234
$182K 0.01%
13,496
+2,153
1235
$181K 0.01%
12,600
-1,735
1236
$181K 0.01%
13,678
-86
1237
$176K 0.01%
24,134
-717
1238
$175K 0.01%
12,651
-1,137
1239
$174K 0.01%
11,134
1240
$171K 0.01%
21,800
-2,865
1241
$171K 0.01%
13,330
-3,929
1242
$171K 0.01%
+14,403
1243
$170K 0.01%
918
+82
1244
$169K 0.01%
18,366
-1,488
1245
$167K 0.01%
5,230
+365
1246
$167K 0.01%
11,826
+66
1247
$166K 0.01%
256
-60
1248
$165K 0.01%
10,208
-862
1249
$163K 0.01%
12,129
+1,355
1250
$162K 0.01%
1,000
48 49
50
51 52