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
1501
– –
-15,691
1502
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-2
1503
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-4,406
1504
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-10,609
1505
– –
-6,802
1506
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-21,431
1507
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-29,280
1508
– –
-2,920
1509
– –
-79,711
1510
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-28,152
1511
– –
-5,504
1512
– –
-69,500
1513
– –
-7,425
1514
– –
-6,762
1515
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-12,129
1516
– –
-43,727
1517
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-6,651
1518
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-19,178
1519
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-10,606
1520
– –
-29,924
1521
– –
-11,800
1522
– –
-35,820
1523
– –
-20,000
1524
– –
-30,000
1525
– –
-8,167
59 60
61
62 63