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
251
$3.61M 0.08%
32,079
+5,544
252
$3.6M 0.08%
69,318
+2,698
253
$3.58M 0.08%
61,116
+2,351
254
$3.55M 0.08%
110,247
+8,166
255
$3.52M 0.07%
385,260
+58,080
256
$3.51M 0.07%
34,731
-6,432
257
$3.51M 0.07%
46,301
+997
258
$3.51M 0.07%
25,199
+8,861
259
$3.49M 0.07%
68,744
+59,770
260
$3.48M 0.07%
+344,862
261
$3.48M 0.07%
258,887
-2,009
262
$3.45M 0.07%
66,180
+5,644
263
$3.44M 0.07%
34,917
-1,923
264
$3.43M 0.07%
+94,246
265
$3.4M 0.07%
43,626
-460
266
$3.4M 0.07%
25,031
-271
267
$3.39M 0.07%
24,542
+15,550
268
$3.38M 0.07%
63,093
+7,501
269
$3.33M 0.07%
29,389
+3,069
270
$3.31M 0.07%
78,360
+4,692
271
$3.29M 0.07%
62,862
-1,376
272
$3.28M 0.07%
195,235
-29,604
273
$3.27M 0.07%
44,053
-1,330
274
$3.21M 0.07%
66,608
+19,340
275
$3.21M 0.07%
69,324
+22,067
9 10
11
12 13