Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$38.9M
2
+$34M
3
+$14.7M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.2M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11M

Top Sells

1
+$101M
2
+$45.7M
3
+$34.6M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$33M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$17M

Sector Composition

1 Financials 5.3%
2 Technology 5.26%
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
1501
– –
-2,022
1502
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-25,868
1503
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-5,109
1504
– –
-10,056
1505
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-10,690
1506
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-581,931
1507
– –
-216,880
1508
– –
-47,618
1509
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-8,794
1510
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-12,750
1511
– –
-10,600
1512
– –
-32,788
1513
– –
-7,234
1514
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-9,525
1515
– –
-4,983
1516
– –
-28,735
1517
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-6,627
1518
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-46,033
1519
– –
-17,160
1520
– –
-15,433
1521
– –
-14,810
1522
– –
-7,240
1523
– –
-5,778
1524
– –
-2,359
1525
– –
-75,600
59 60
61
62 63