Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$38.9M
2
+$34M
3
+$14.7M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11M

Top Sells

1
+$101M
2
+$45.7M
3
+$34.6M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$33M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$17M

Sector Composition

1 Financials 5.3%
2 Technology 5.26%
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
1351
$8K ﹤0.01%
333
1352
$8K ﹤0.01%
44
1353
$7K ﹤0.01%
35,970
-980
1354
$6K ﹤0.01%
1
1355
$6K ﹤0.01%
1,125
+375
1356
$5K ﹤0.01%
2,029
1357
$4K ﹤0.01%
+413
1358
$3K ﹤0.01%
11,800
1359
$3K ﹤0.01%
+20,000
1360
– –
0
1361
$1K ﹤0.01%
+30,000
1362
– –
-14,743
1363
– –
-10,116
1364
– –
-85,293
1365
– –
-5,999
1366
– –
-102,266
1367
– –
-5,705
1368
– –
-22,556
1369
– –
-5,675
1370
– –
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1371
– –
-29,979
1372
– –
-19,504
1373
– –
-405,376
1374
– –
-21,559
1375
– –
-2,668
53 54
55
56 57