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
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
– –
-1,812
1363
– –
-7,063
1364
– –
-11,030
1365
– –
-22,620
1366
– –
-11,679
1367
– –
-9,803
1368
– –
-47,879
1369
– –
-23,223
1370
– –
-6,696
1371
– –
-12,664
1372
– –
-10,416
1373
– –
-58,005
1374
– –
-13,612
1375
– –
-2,879
53 54
55
56 57