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
1276
$133K ﹤0.01%
36,814
-411
1277
$131K ﹤0.01%
26,165
-215
1278
$130K ﹤0.01%
20,645
+8,245
1279
$128K ﹤0.01%
+15,089
1280
$128K ﹤0.01%
51,850
1281
$125K ﹤0.01%
17,905
+2,000
1282
$123K ﹤0.01%
34,740
-250
1283
$122K ﹤0.01%
4,012
-2,004
1284
$120K ﹤0.01%
16,053
1285
$119K ﹤0.01%
11,082
+685
1286
$119K ﹤0.01%
18,338
1287
$115K ﹤0.01%
14,000
-360
1288
$113K ﹤0.01%
28,052
-5,803
1289
$107K ﹤0.01%
23,563
+125
1290
$100K ﹤0.01%
+3,245
1291
$100K ﹤0.01%
19,492
-1,500
1292
$99K ﹤0.01%
13,931
-40,932
1293
$98K ﹤0.01%
1,056
-287
1294
$98K ﹤0.01%
13,926
-3,150
1295
$98K ﹤0.01%
4,848
+344
1296
$96K ﹤0.01%
+15,086
1297
$93K ﹤0.01%
21,897
+10,878
1298
$90K ﹤0.01%
3,213
-162
1299
$88K ﹤0.01%
147
-37
1300
$88K ﹤0.01%
13,545
+1,150
50 51
52
53 54