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
1251
$160K 0.01%
10,399
+11
1252
$158K ﹤0.01%
22,909
+4,109
1253
$157K ﹤0.01%
19,202
-2,320
1254
$156K ﹤0.01%
16,250
-3,750
1255
$155K ﹤0.01%
1,488
-276
1256
$154K ﹤0.01%
15,728
+154
1257
$153K ﹤0.01%
10,762
-809
1258
$153K ﹤0.01%
10,064
+35
1259
$153K ﹤0.01%
499
-29
1260
$152K ﹤0.01%
11,003
+521
1261
$151K ﹤0.01%
17,275
+1,000
1262
$150K ﹤0.01%
7,810
+23
1263
$147K ﹤0.01%
11,937
1264
$146K ﹤0.01%
2,760
1265
$145K ﹤0.01%
+224
1266
$143K ﹤0.01%
12,361
1267
$140K ﹤0.01%
16,591
-2,996
1268
$139K ﹤0.01%
26,488
-44
1269
$137K ﹤0.01%
1,178
+152
1270
$136K ﹤0.01%
15,558
-567
1271
$135K ﹤0.01%
+10,217
1272
$135K ﹤0.01%
25,052
-1,510
1273
$135K ﹤0.01%
10,412
-875
1274
$134K ﹤0.01%
41,093
+11,550
1275
$133K ﹤0.01%
17,836
-307
49 50
51
52 53