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
1301
$86K ﹤0.01%
26,225
1302
$85K ﹤0.01%
47,277
-1,407
1303
$83K ﹤0.01%
29,627
-1,410
1304
$83K ﹤0.01%
+10,380
1305
$83K ﹤0.01%
40,115
-4,678
1306
$79K ﹤0.01%
77,363
1307
$78K ﹤0.01%
25,027
-1,359
1308
$75K ﹤0.01%
+10,176
1309
$75K ﹤0.01%
4,202
+2,643
1310
$73K ﹤0.01%
11,003
1311
$72K ﹤0.01%
11,580
+1,445
1312
$72K ﹤0.01%
2,149
+250
1313
$68K ﹤0.01%
11,333
-180
1314
$67K ﹤0.01%
24,770
-8,560
1315
$65K ﹤0.01%
+10,602
1316
$64K ﹤0.01%
49,283
-7,549
1317
$63K ﹤0.01%
+11,500
1318
$63K ﹤0.01%
+10,586
1319
$63K ﹤0.01%
34,889
-2,001
1320
$62K ﹤0.01%
418
-25
1321
$61K ﹤0.01%
2,542
1322
$60K ﹤0.01%
11,950
1323
$60K ﹤0.01%
10,000
1324
$57K ﹤0.01%
11,300
-539
1325
$56K ﹤0.01%
12,358
51 52
53
54 55