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
1401
– –
-9,839
1402
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-5,663
1403
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-7,623
1404
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-24,011
1405
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-1,697
1406
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-18,203
1407
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-15,514
1408
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-66,091
1409
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-22,432
1410
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-18,041
1411
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-10,467
1412
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-14,164
1413
– –
-15,871
1414
– –
-5,545
1415
– –
-304,338
1416
– –
-29,749
1417
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-78,610
1418
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-43,655
1419
– –
-9,447
1420
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-69,799
1421
– –
-2,668
1422
– –
-10,480
1423
– –
-17,804
1424
– –
-6,499
1425
– –
-6,526
55 56
57
58 59