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
1301
$162K ﹤0.01%
35,573
+154
1302
$161K ﹤0.01%
25,300
+2,000
1303
$159K ﹤0.01%
14,033
-74
1304
$159K ﹤0.01%
10,423
+9
1305
$157K ﹤0.01%
16,203
+160
1306
$156K ﹤0.01%
11,424
+536
1307
$156K ﹤0.01%
13,552
1308
$155K ﹤0.01%
11,200
-320
1309
$154K ﹤0.01%
+10,428
1310
$153K ﹤0.01%
+23,716
1311
$153K ﹤0.01%
12,200
+2,000
1312
$151K ﹤0.01%
21,805
+9,150
1313
$150K ﹤0.01%
3,678
-7,441
1314
$149K ﹤0.01%
13,727
-195
1315
$147K ﹤0.01%
10,653
+251
1316
$145K ﹤0.01%
+11,082
1317
$142K ﹤0.01%
23,025
+1,200
1318
$142K ﹤0.01%
7,503
+15
1319
$141K ﹤0.01%
10,084
+3
1320
$141K ﹤0.01%
27,800
1321
$141K ﹤0.01%
+10,735
1322
$140K ﹤0.01%
+13,962
1323
$139K ﹤0.01%
17,787
-871
1324
$139K ﹤0.01%
+10,375
1325
$138K ﹤0.01%
+10,100
51 52
53
54 55