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
$3.48B
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
SPDR 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
1
$138M 3.97%
+786,513
2
$95.2M 2.73%
2,148,756
+914,834
3
$94M 2.7%
487,682
-12,029
4
$72M 2.07%
878,445
-266,307
5
$50.4M 1.45%
+953,083
6
$49.9M 1.43%
620,103
-9,345
7
$48.1M 1.38%
1,452,836
-6,772
8
$47.1M 1.35%
246,021
-29,586
9
$47.1M 1.35%
1,320,752
+32,619
10
$46M 1.32%
618,973
-35,083
11
$37M 1.06%
453,260
+75,445
12
$36.5M 1.05%
363,539
-4,834
13
$35.4M 1.02%
358,439
-259,891
14
$35M 1%
411,917
+158,396
15
$33.9M 0.97%
280,804
+6,338
16
$31.3M 0.9%
+632,216
17
$28.1M 0.81%
241,781
+74,741
18
$27.2M 0.78%
650,991
+4,855
19
$26.9M 0.77%
266,742
+240,590
20
$26.9M 0.77%
1,091,995
+53,872
21
$24.8M 0.71%
244,127
+4,628
22
$24.8M 0.71%
641,711
+5,591
23
$24.5M 0.7%
224,082
-52,457
24
$23.9M 0.68%
281,292
+23,795
25
$23.6M 0.68%
253,536
+6,761
1
2 3 4 5