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
1276
$184K 0.01%
21,076
+1,513
1277
$184K 0.01%
2,710
-50
1278
$183K 0.01%
12,828
-1,104
1279
$183K 0.01%
22,575
-189
1280
$181K 0.01%
+13,349
1281
$181K 0.01%
19,736
-2,450
1282
$180K 0.01%
20,753
+854
1283
$180K 0.01%
+20,000
1284
$178K 0.01%
+17,111
1285
$178K 0.01%
14,644
-3,323
1286
$176K 0.01%
11,544
+410
1287
$175K 0.01%
+23,488
1288
$175K 0.01%
12,330
1289
$173K 0.01%
+4,274
1290
$173K 0.01%
+20,348
1291
$172K ﹤0.01%
24,093
-35,405
1292
$172K ﹤0.01%
+16,277
1293
$171K ﹤0.01%
16,708
+1,561
1294
$170K ﹤0.01%
15,434
-3,493
1295
$170K ﹤0.01%
14,463
-2,256
1296
$169K ﹤0.01%
18,215
-2,090
1297
$169K ﹤0.01%
13,740
+399
1298
$165K ﹤0.01%
+10,205
1299
$163K ﹤0.01%
35,331
+10,357
1300
$163K ﹤0.01%
15,608
+1,201
50 51
52
53 54