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
$4.72B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,755
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$25M
3
+$21.9M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$18.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14M

Top Sells

1
+$88.5M
2
+$32.9M
3
+$15.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14.1M
5
OEF icon
iShares S&P 100 ETF
OEF
+$11.8M

Sector Composition

1 Consumer Staples 4.52%
2 Industrials 4.32%
3 Healthcare 4.27%
4 Communication Services 3.52%
5 Energy 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.98M 0.08%
36,240
-15,657
227
$3.96M 0.08%
46,206
+2,013
228
$3.94M 0.08%
285,414
+144,855
229
$3.94M 0.08%
151,957
+35,229
230
$3.88M 0.08%
419,812
+297,394
231
$3.88M 0.08%
137,009
+35,130
232
$3.87M 0.08%
144,588
+6,414
233
$3.86M 0.08%
216,150
+1,304
234
$3.85M 0.08%
191,845
-41,483
235
$3.85M 0.08%
131,948
+10,903
236
$3.82M 0.08%
72,020
-5,162
237
$3.81M 0.08%
56,006
+201
238
$3.77M 0.08%
74,598
+313
239
$3.77M 0.08%
69,862
+11,969
240
$3.75M 0.08%
40,518
-2,219
241
$3.71M 0.08%
56,773
+14,690
242
$3.69M 0.08%
68,250
+3,416
243
$3.69M 0.08%
144,608
+29,916
244
$3.67M 0.08%
353,247
+29,582
245
$3.65M 0.08%
187,810
+24,200
246
$3.65M 0.08%
35,819
+716
247
$3.63M 0.08%
90,068
-7,713
248
$3.63M 0.08%
33,898
+6,776
249
$3.61M 0.08%
37,127
+446
250
$3.61M 0.08%
29,106
-5,265
8 9
10
11 12