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
276
$3.19M 0.07%
380,826
-220,944
277
$3.18M 0.07%
231,947
+60,674
278
$3.14M 0.07%
185,891
-51,189
279
$3.14M 0.07%
95,232
+10,982
280
$3.13M 0.07%
84,233
+17,908
281
$3.1M 0.07%
286,760
-26,650
282
$3.1M 0.07%
151,456
+1,847
283
$3.02M 0.06%
59,475
+1,518
284
$2.99M 0.06%
292,940
-47,072
285
$2.98M 0.06%
214,576
+45,156
286
$2.96M 0.06%
75,626
-1,594
287
$2.96M 0.06%
25,302
-2,437
288
$2.95M 0.06%
218,428
+107,532
289
$2.94M 0.06%
70,346
+41,799
290
$2.94M 0.06%
39,761
+3,377
291
$2.94M 0.06%
148,300
+1,207
292
$2.93M 0.06%
15,717
+2,959
293
$2.88M 0.06%
+131,850
294
$2.87M 0.06%
129,310
-2,132
295
$2.86M 0.06%
74,659
+17,116
296
$2.81M 0.06%
323,019
-702
297
$2.8M 0.06%
35,374
+5,097
298
$2.79M 0.06%
24,616
-4,112
299
$2.78M 0.06%
177,184
+159,436
300
$2.78M 0.06%
261,811
+90,254
10 11
12
13 14