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
1351
$110K ﹤0.01%
+10,268
1352
$109K ﹤0.01%
16,053
1353
$106K ﹤0.01%
34,800
1354
$106K ﹤0.01%
+18,241
1355
$105K ﹤0.01%
11,027
-44
1356
$102K ﹤0.01%
+14,573
1357
$100K ﹤0.01%
1,065
+65
1358
$99K ﹤0.01%
20,931
1359
$99K ﹤0.01%
+25,789
1360
$98K ﹤0.01%
20,019
-1,030
1361
$98K ﹤0.01%
3,581
-374
1362
$96K ﹤0.01%
30,025
+6,600
1363
$92K ﹤0.01%
19,631
+32
1364
$91K ﹤0.01%
+1
1365
$88K ﹤0.01%
21,105
-5,041
1366
$87K ﹤0.01%
10,350
-9,843
1367
$83K ﹤0.01%
36,764
-1,589
1368
$82K ﹤0.01%
11,769
-37,062
1369
$76K ﹤0.01%
47,277
1370
$72K ﹤0.01%
12,200
1371
$71K ﹤0.01%
15,829
-2,950
1372
$69K ﹤0.01%
+11,653
1373
$67K ﹤0.01%
147
1374
$66K ﹤0.01%
+20,636
1375
$66K ﹤0.01%
38,729
+13,342
53 54
55
56 57