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
1601
– –
-24,030
1602
– –
-7,995
1603
– –
-8,380
1604
– –
-27,744
1605
– –
-22,337
1606
– –
-51,176
1607
– –
-2,450
1608
– –
-8,038
1609
– –
-28,467
1610
– –
-4,994
1611
– –
-15,813
1612
– –
-5,028
1613
– –
-5,102
1614
– –
-4,094
1615
– –
-17,991
1616
– –
-4,025
1617
– –
-2,905
1618
– –
-66,319
1619
– –
-7,957
1620
– –
-11,700
1621
– –
-7,273
1622
– –
-13,674
1623
– –
-15,996
1624
– –
-6,778
1625
– –
-6,230
63 64
65
66 67