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
1326
$54K ﹤0.01%
+2,045
1327
$50K ﹤0.01%
1,049
1328
$49K ﹤0.01%
10,000
1329
$48K ﹤0.01%
1,282
-48
1330
$43K ﹤0.01%
+10,247
1331
$42K ﹤0.01%
10
1332
$41K ﹤0.01%
12,255
-696
1333
$40K ﹤0.01%
966
-166
1334
– –
0
1335
$35K ﹤0.01%
20,225
+9,875
1336
$34K ﹤0.01%
11,000
-42,218
1337
$32K ﹤0.01%
49,050
1338
$31K ﹤0.01%
18,750
-1,725
1339
$29K ﹤0.01%
10,316
+237
1340
$29K ﹤0.01%
2,785
1341
$28K ﹤0.01%
16,000
-2,000
1342
$27K ﹤0.01%
19,727
1343
$22K ﹤0.01%
15
1344
$21K ﹤0.01%
13,819
-2,000
1345
$18K ﹤0.01%
18,939
-152,380
1346
$16K ﹤0.01%
34,200
1347
$15K ﹤0.01%
104
+3
1348
$15K ﹤0.01%
+10,706
1349
$9K ﹤0.01%
8,822
1350
$9K ﹤0.01%
10,376
-500
52 53
54
55 56