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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
1526
– –
-4,983
1527
– –
-57,470
1528
– –
-6,627
1529
– –
-15,433
1530
– –
-14,810
1531
– –
-7,240
1532
– –
-5,778
1533
– –
-2,359
1534
– –
-75,600
1535
– –
-5,505
1536
– –
-20,546
1537
– –
-9,818
1538
– –
-2,334
1539
– –
-51,684
1540
– –
-3,219
1541
– –
-4,350
1542
– –
-40,778
1543
– –
-25,037
1544
– –
-9,783
1545
– –
-2,949
1546
– –
-2,554
1547
– –
-24,578
1548
– –
-30,872
1549
– –
-25,519
1550
– –
-15,376
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