Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
Consumers Staples Select Sector SPDR Fund
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
1
$105M 3.26%
508,420
+28,080
2
$79.9M 2.47%
970,102
+471,143
3
$78M 2.41%
735,526
+328,204
4
$64.4M 2%
2,334,724
+47,604
5
$61.8M 1.91%
300,539
+73,334
6
$55.5M 1.72%
1,388,045
+119,398
7
$54.9M 1.7%
593,433
+18,974
8
$40.8M 1.26%
844,832
+79,170
9
$37.4M 1.16%
362,332
+24,277
10
$37.2M 1.15%
465,710
+52,346
11
$37M 1.15%
354,354
+36,299
12
$35.9M 1.11%
948,577
+169,532
13
$30.8M 0.95%
254,553
-500
14
$29.8M 0.92%
198,176
+39,727
15
$28.3M 0.88%
353,703
-68,077
16
$27.9M 0.86%
233,355
+86,610
17
$27.5M 0.85%
603,189
+56,329
18
$25.8M 0.8%
318,047
+24,010
19
$25.6M 0.79%
291,580
-15,376
20
$25.4M 0.79%
999,959
+99,962
21
$24.6M 0.76%
303,871
+21,068
22
$23.8M 0.74%
249,124
+8,776
23
$23.8M 0.74%
261,234
+17,692
24
$22.8M 0.7%
249,879
+36,034
25
$22.5M 0.7%
814,270
+90,178
1
2 3 4 5