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
126
$5.15M 0.16%
71,171
+3,046
127
$5.1M 0.16%
73,959
+2,225
128
$5.09M 0.16%
45,472
+2,581
129
$5.08M 0.16%
68,416
+6,050
130
$5.06M 0.16%
160,040
+32,704
131
$5.04M 0.16%
53,504
+7,561
132
$5.01M 0.16%
130,640
+15,306
133
$4.89M 0.15%
74,648
-392
134
$4.83M 0.15%
39,513
+11,227
135
$4.83M 0.15%
130,122
+4,478
136
$4.75M 0.15%
105,638
+15,038
137
$4.74M 0.15%
36,483
+282
138
$4.72M 0.15%
172,806
+5,447
139
$4.71M 0.15%
46,280
+1,045
140
$4.63M 0.14%
62,726
+855
141
$4.61M 0.14%
118,617
-4,339
142
$4.6M 0.14%
194,541
+13,194
143
$4.59M 0.14%
98,564
+18,118
144
$4.48M 0.14%
63,824
+2,357
145
$4.47M 0.14%
44,239
+6,795
146
$4.45M 0.14%
89,661
+4,482
147
$4.41M 0.14%
82,727
-1,733
148
$4.38M 0.14%
45,443
+4,194
149
$4.36M 0.13%
94,784
-10,826
150
$4.34M 0.13%
88,247
+12,061
4 5
6
7 8