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
1626
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-8,498
1627
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-3,660
1628
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-5,957
1629
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-3,505
1630
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-7,282
1631
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-42
1632
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-4,432
1633
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-9,609
1634
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-8,661
1635
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-9,500
1636
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-5,404
1637
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-1,215
1638
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-24,925
1639
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-10,252
1640
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-30,974
1641
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-11,877
1642
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-498
1643
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-22,009
1644
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-70,222
1645
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-12,647
1646
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-15,865
1647
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-9,988
1648
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-2,135
1649
– –
-29,244
1650
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-12,093
63 64 65
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