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
126
$5.83M 0.17%
234,069
+18,266
127
$5.81M 0.17%
69,170
-18,360
128
$5.76M 0.17%
444,387
+117,012
129
$5.71M 0.16%
52,119
+16,724
130
$5.71M 0.16%
104,983
-2,753
131
$5.7M 0.16%
80,961
-1,517
132
$5.68M 0.16%
143,788
-164,399
133
$5.67M 0.16%
+127,815
134
$5.64M 0.16%
67,759
-22,472
135
$5.6M 0.16%
203,650
+11,876
136
$5.51M 0.16%
105,214
-66,358
137
$5.25M 0.15%
62,702
+790
138
$5.2M 0.15%
190,412
-20,374
139
$5.13M 0.15%
35,453
+4,918
140
$5.1M 0.15%
52,849
+317
141
$5.01M 0.14%
45,969
-313
142
$4.76M 0.14%
115,944
-3,017
143
$4.74M 0.14%
70,857
+1,978
144
$4.73M 0.14%
52,399
+2,347
145
$4.71M 0.14%
106,392
-8,274
146
$4.66M 0.13%
43,071
-2,802
147
$4.64M 0.13%
+265,603
148
$4.55M 0.13%
100,240
+5,058
149
$4.55M 0.13%
135,264
+11,230
150
$4.48M 0.13%
+481,073
4 5
6
7 8