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
1251
$204K 0.01%
+4,245
1252
$204K 0.01%
26,405
-32,728
1253
$203K 0.01%
8,301
+747
1254
$203K 0.01%
+27,920
1255
$202K 0.01%
9,745
-790
1256
$202K 0.01%
+6,288
1257
$202K 0.01%
4,318
-259
1258
$201K 0.01%
5,592
-310
1259
$201K 0.01%
3,551
-46
1260
$200K 0.01%
6,017
+254
1261
$199K 0.01%
26,778
+182
1262
$198K 0.01%
37,980
+10,344
1263
$197K 0.01%
20,041
-500
1264
$196K 0.01%
+22,874
1265
$195K 0.01%
15,522
+3,019
1266
$194K 0.01%
25,667
+700
1267
$194K 0.01%
+21,431
1268
$194K 0.01%
1,823
+1,433
1269
$192K 0.01%
+12,984
1270
$188K 0.01%
12,868
+551
1271
$186K 0.01%
9
+3
1272
$185K 0.01%
+12,093
1273
$185K 0.01%
18,664
-2,867
1274
$185K 0.01%
11,477
+737
1275
$184K 0.01%
10,262
-3,774
49 50
51
52 53