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
1376
$65K ﹤0.01%
13,513
+960
1377
$64K ﹤0.01%
61,189
-7,309
1378
– –
0
1379
$62K ﹤0.01%
12,108
+775
1380
$61K ﹤0.01%
11,319
+30
1381
$59K ﹤0.01%
2,855
+1,373
1382
$58K ﹤0.01%
10,000
1383
$58K ﹤0.01%
25,691
+64
1384
$58K ﹤0.01%
2,834
+375
1385
$53K ﹤0.01%
28,643
-1,654
1386
$53K ﹤0.01%
+2,038
1387
$52K ﹤0.01%
10,925
1388
$52K ﹤0.01%
+10,000
1389
$50K ﹤0.01%
17,788
+2,659
1390
$47K ﹤0.01%
19,285
+281
1391
$45K ﹤0.01%
+2,040
1392
$44K ﹤0.01%
17,902
-3,050
1393
$42K ﹤0.01%
1,049
1394
$41K ﹤0.01%
91,034
+49,596
1395
$41K ﹤0.01%
452
-79
1396
$40K ﹤0.01%
15,955
-4,665
1397
$40K ﹤0.01%
10,247
1398
$40K ﹤0.01%
17,500
1399
$31K ﹤0.01%
1,207
-16
1400
$31K ﹤0.01%
19,589
54 55
56
57 58