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
301
$2.76M 0.06%
16,707
+4,133
302
$2.76M 0.06%
112,472
-7,993
303
$2.74M 0.06%
104,666
+52,162
304
$2.73M 0.06%
2,187
+292
305
$2.73M 0.06%
23,015
+549
306
$2.71M 0.06%
70,626
+372
307
$2.69M 0.06%
+150,550
308
$2.67M 0.06%
50,138
+104
309
$2.67M 0.06%
17,507
+1,121
310
$2.66M 0.06%
28,778
+10,616
311
$2.66M 0.06%
50,940
+3,326
312
$2.65M 0.06%
120,756
-2,440
313
$2.63M 0.06%
47,003
-9,972
314
$2.61M 0.06%
107,285
-134,970
315
$2.58M 0.05%
68,228
+1,122
316
$2.56M 0.05%
102,310
+1,128
317
$2.56M 0.05%
56,603
-5,556
318
$2.56M 0.05%
30,042
+2,625
319
$2.54M 0.05%
31,316
+1,120
320
$2.52M 0.05%
11,352
+361
321
$2.5M 0.05%
43,690
-203
322
$2.47M 0.05%
51,044
+16,201
323
$2.47M 0.05%
28,983
-6,187
324
$2.46M 0.05%
52,519
+10,654
325
$2.46M 0.05%
29,910
-19,161
11 12
13
14 15