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
$3.23B
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,571
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$34.8M
3
+$15.1M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$13.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$11M

Top Sells

1
+$101M
2
+$45.9M
3
+$34.6M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$32.5M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$16.7M

Sector Composition

1 Financials 5.28%
2 Technology 5.27%
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
151
$4.33M 0.13%
51,299
+2,405
152
$4.31M 0.13%
59,635
+2,318
153
$4.3M 0.13%
101,508
+38,158
154
$4.29M 0.13%
70,604
+2,312
155
$4.24M 0.13%
41,889
+7,236
156
$4.22M 0.13%
120,466
+8,555
157
$4.13M 0.13%
43,303
+291
158
$4.11M 0.13%
91,342
+1,697
159
$4M 0.12%
272,334
+105,954
160
$3.98M 0.12%
44,557
-23,693
161
$3.96M 0.12%
117,422
+13,183
162
$3.95M 0.12%
395,050
-10,222
163
$3.93M 0.12%
35,340
+3,415
164
$3.91M 0.12%
161,668
-6,628
165
$3.9M 0.12%
35,353
+9,142
166
$3.81M 0.12%
10,663
+862
167
$3.79M 0.12%
313,971
+13,323
168
$3.78M 0.12%
90,941
-11,751
169
$3.75M 0.12%
34,259
+2,469
170
$3.75M 0.12%
248,927
-46,243
171
$3.74M 0.12%
148,352
+92,608
172
$3.73M 0.12%
18,074
+2
173
$3.73M 0.12%
34,092
+14,986
174
$3.67M 0.11%
253,459
-4,061
175
$3.66M 0.11%
48,313
-1,949
5 6
7
8 9