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
201
$3.4M 0.1%
89,465
+439
202
$3.39M 0.1%
+137,265
203
$3.39M 0.1%
244,242
+11,934
204
$3.38M 0.1%
70,263
-58
205
$3.37M 0.1%
441,492
+17,922
206
$3.36M 0.1%
116,516
-1,519
207
$3.35M 0.1%
67,053
+9,638
208
$3.33M 0.1%
62,679
-94
209
$3.33M 0.1%
32,880
-16,113
210
$3.32M 0.1%
79,152
+19,796
211
$3.31M 0.1%
36,773
-8,361
212
$3.3M 0.09%
38,602
+9,018
213
$3.3M 0.09%
+12,145
214
$3.3M 0.09%
110,911
+13,262
215
$3.29M 0.09%
66,231
+1,190
216
$3.25M 0.09%
237,090
+14,840
217
$3.23M 0.09%
245,787
-2,386
218
$3.22M 0.09%
+45,605
219
$3.21M 0.09%
65,871
+6,369
220
$3.18M 0.09%
209,889
-121,209
221
$3.17M 0.09%
54,450
-1,329
222
$3.16M 0.09%
69,168
+8,930
223
$3.15M 0.09%
65,417
-2,962
224
$3.13M 0.09%
28,588
-6,288
225
$3.1M 0.09%
316,199
+83,386
7 8
9
10 11