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
176
$3.99M 0.11%
46,692
-3,975
177
$3.99M 0.11%
63,882
+8,550
178
$3.98M 0.11%
59,308
-1,722
179
$3.97M 0.11%
475,279
-80,449
180
$3.94M 0.11%
19,001
+113
181
$3.94M 0.11%
62,051
+13,066
182
$3.93M 0.11%
108,916
-1,273
183
$3.91M 0.11%
48,244
+8,337
184
$3.89M 0.11%
36,880
-2,132
185
$3.86M 0.11%
44,794
+36,661
186
$3.83M 0.11%
279,105
+68,350
187
$3.83M 0.11%
455,012
+26,062
188
$3.75M 0.11%
27,998
-1,981
189
$3.74M 0.11%
+157,026
190
$3.71M 0.11%
146,044
+15,288
191
$3.64M 0.1%
31,500
+1,788
192
$3.6M 0.1%
85,894
+3,871
193
$3.59M 0.1%
503,737
+109,329
194
$3.58M 0.1%
+146,257
195
$3.56M 0.1%
11,955
-76
196
$3.51M 0.1%
60,912
+1,764
197
$3.5M 0.1%
+52,316
198
$3.5M 0.1%
97,068
+10,166
199
$3.5M 0.1%
+42,080
200
$3.46M 0.1%
102,024
+8,911
6 7
8
9 10