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
151
$4.47M 0.13%
317,004
-8,408
152
$4.42M 0.13%
93,669
-19,378
153
$4.42M 0.13%
49,031
+4,672
154
$4.39M 0.13%
78,288
+3,745
155
$4.38M 0.13%
126,430
+14,142
156
$4.36M 0.13%
77,837
+5,736
157
$4.35M 0.12%
342,844
+67,224
158
$4.35M 0.12%
149,713
-6,766
159
$4.31M 0.12%
51,797
-707
160
$4.3M 0.12%
68,898
-8,584
161
$4.25M 0.12%
105,808
+36,271
162
$4.25M 0.12%
36,175
+9,895
163
$4.23M 0.12%
183,144
+16,742
164
$4.23M 0.12%
42,843
+2,930
165
$4.22M 0.12%
47,756
+244
166
$4.22M 0.12%
102,854
+5,362
167
$4.22M 0.12%
229,398
+102
168
$4.2M 0.12%
54,635
+2,119
169
$4.18M 0.12%
36,710
-2,456
170
$4.17M 0.12%
183,175
+23,733
171
$4.15M 0.12%
284,520
+7,749
172
$4.14M 0.12%
197,376
+363
173
$4.08M 0.12%
528,120
+262,830
174
$4.07M 0.12%
18,195
+111
175
$4.02M 0.12%
82,589
+32,706
5 6
7
8 9