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
201
$3.07M 0.1%
26,788
+3,349
202
$3.06M 0.09%
129,549
+2,970
203
$3.04M 0.09%
45,632
+2,392
204
$3.02M 0.09%
35,392
+103
205
$3.02M 0.09%
123,950
+37,045
206
$3.01M 0.09%
69,589
+272
207
$3.01M 0.09%
55,597
-2,341
208
$3M 0.09%
34,881
-1,918
209
$3M 0.09%
98,174
-1,574
210
$2.99M 0.09%
216,764
+50,852
211
$2.98M 0.09%
70,842
+4,321
212
$2.97M 0.09%
72,340
+5,326
213
$2.95M 0.09%
52,127
+7,747
214
$2.95M 0.09%
47,721
+1,501
215
$2.92M 0.09%
53,374
+26,322
216
$2.91M 0.09%
77,966
+1,920
217
$2.91M 0.09%
46,488
+2,212
218
$2.9M 0.09%
56,436
+284
219
$2.86M 0.09%
92,632
+29,508
220
$2.83M 0.09%
55,205
-1,194
221
$2.83M 0.09%
39,509
-2,626
222
$2.83M 0.09%
77,902
-2,297
223
$2.81M 0.09%
69,084
-5,833
224
$2.8M 0.09%
97,165
+25,420
225
$2.78M 0.09%
192,540
-6,092
7 8
9
10 11