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
1326
$135K ﹤0.01%
+10,768
1327
$135K ﹤0.01%
+100
1328
$133K ﹤0.01%
10,967
-4,851
1329
$133K ﹤0.01%
+10,226
1330
$131K ﹤0.01%
+19,751
1331
$130K ﹤0.01%
13,284
+1,490
1332
$130K ﹤0.01%
14,036
+211
1333
$130K ﹤0.01%
+10,035
1334
$129K ﹤0.01%
12,799
-7,924
1335
$129K ﹤0.01%
21,064
-754
1336
$128K ﹤0.01%
18,905
1337
$128K ﹤0.01%
51,850
1338
$127K ﹤0.01%
27,275
1339
$127K ﹤0.01%
18,870
+532
1340
$126K ﹤0.01%
13,128
+2,159
1341
$126K ﹤0.01%
12,350
-2,040
1342
$125K ﹤0.01%
4,274
-150
1343
$119K ﹤0.01%
24,538
+432
1344
$118K ﹤0.01%
19,749
+198
1345
$118K ﹤0.01%
26,118
-2,760
1346
$116K ﹤0.01%
13,431
+2,336
1347
$116K ﹤0.01%
920
-50
1348
$115K ﹤0.01%
18,750
+1,000
1349
$112K ﹤0.01%
1,086
-49
1350
$112K ﹤0.01%
+18,638
52 53
54
55 56