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
176
$3.6M 0.11%
25,399
+2,603
177
$3.51M 0.11%
50,782
+81
178
$3.51M 0.11%
226,080
+7,440
179
$3.5M 0.11%
54,834
-63,486
180
$3.5M 0.11%
131,760
+5,184
181
$3.42M 0.11%
29,563
-38,210
182
$3.42M 0.11%
56,417
+32,417
183
$3.4M 0.11%
27,152
-27,513
184
$3.39M 0.11%
130,020
+54,628
185
$3.38M 0.1%
84,265
+9,185
186
$3.35M 0.1%
44,184
-621
187
$3.33M 0.1%
49,977
+24,898
188
$3.31M 0.1%
48,143
+2,433
189
$3.3M 0.1%
106,953
+2,811
190
$3.25M 0.1%
115,325
-397
191
$3.23M 0.1%
177,224
-4,824
192
$3.2M 0.1%
228,959
-2,072
193
$3.19M 0.1%
16,553
+494
194
$3.16M 0.1%
77,000
-19,400
195
$3.13M 0.1%
22,017
+801
196
$3.13M 0.1%
106,669
-9,995
197
$3.12M 0.1%
36,213
+2,286
198
$3.11M 0.1%
29,043
-303,180
199
$3.11M 0.1%
36,762
+1,008
200
$3.09M 0.1%
374,437
+92,975
6 7
8
9 10