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
1526
– –
-15,026
1527
– –
-3,520
1528
– –
-1,415
1529
– –
-10,650
1530
– –
-8,436
1531
– –
-9,273
1532
– –
-14,883
1533
– –
-33,692
1534
– –
-4,290
1535
– –
-4,701
1536
– –
-19,234
1537
– –
-4,482
1538
– –
-10,465
1539
– –
-50,062
1540
– –
-24,666
1541
– –
-2,759,940
1542
– –
-20,591
1543
– –
-80,367
1544
– –
-49,348
1545
– –
-4,144
1546
– –
-23,189
1547
– –
-8,748
1548
– –
-12,352
1549
– –
-1,750
1550
– –
-63,516
60 61
62
63 64