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
1226
$212K 0.01%
23,975
+81
1227
$211K 0.01%
4,316
-848
1228
$211K 0.01%
48,432
-21,795
1229
$210K 0.01%
+1,788
1230
$210K 0.01%
4,104
-755
1231
$209K 0.01%
3,232
-627
1232
$209K 0.01%
7,972
-720
1233
$209K 0.01%
3,747
-573
1234
$209K 0.01%
+18,236
1235
$209K 0.01%
+6,357
1236
$208K 0.01%
+7,245
1237
$208K 0.01%
+12,103
1238
$207K 0.01%
10,260
+25
1239
$207K 0.01%
19,026
-136
1240
$207K 0.01%
+3,859
1241
$207K 0.01%
4,085
-160
1242
$207K 0.01%
+9,131
1243
$207K 0.01%
+2,986
1244
$206K 0.01%
+2,782
1245
$206K 0.01%
7,793
1246
$206K 0.01%
+600
1247
$206K 0.01%
15,113
-3,089
1248
$204K 0.01%
7,565
+455
1249
$204K 0.01%
1,538
-630
1250
$204K 0.01%
24,923
+1,108
48 49
50
51 52