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
1401
$30K ﹤0.01%
+17,630
1402
$27K ﹤0.01%
18,651
1403
$26K ﹤0.01%
30,447
+2,287
1404
$24K ﹤0.01%
+12,155
1405
$23K ﹤0.01%
3,410
1406
$20K ﹤0.01%
14,375
-100
1407
$19K ﹤0.01%
274
+150
1408
$19K ﹤0.01%
20
+10
1409
$18K ﹤0.01%
52,984
-10,213
1410
– –
0
1411
$16K ﹤0.01%
+10,250
1412
$14K ﹤0.01%
18,689
+850
1413
$13K ﹤0.01%
43,750
-3,300
1414
$13K ﹤0.01%
14,422
-300
1415
$11K ﹤0.01%
400
1416
$11K ﹤0.01%
+2,028
1417
$10K ﹤0.01%
3
1418
$10K ﹤0.01%
10,436
+48
1419
$9K ﹤0.01%
+16,264
1420
$9K ﹤0.01%
34,200
1421
$8K ﹤0.01%
8,022
-300
1422
$8K ﹤0.01%
+19,063
1423
$7K ﹤0.01%
24,885
-236
1424
$6K ﹤0.01%
25
1425
– –
0
55 56
57
58 59