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
326
$2.44M 0.05%
15,417
+11,717
327
$2.44M 0.05%
30,672
-2,100
328
$2.44M 0.05%
33,506
+13,437
329
$2.43M 0.05%
79,085
+2,687
330
$2.42M 0.05%
126,115
+12,339
331
$2.4M 0.05%
64,618
-14,501
332
$2.4M 0.05%
345,701
+57,413
333
$2.39M 0.05%
77,494
+4,237
334
$2.39M 0.05%
32,531
+3,167
335
$2.39M 0.05%
31,167
+7,529
336
$2.38M 0.05%
109,730
+46,498
337
$2.37M 0.05%
51,608
-25,605
338
$2.36M 0.05%
139,697
+68,212
339
$2.36M 0.05%
166,650
+48,630
340
$2.35M 0.05%
108,063
+26,648
341
$2.33M 0.05%
53,028
+7,910
342
$2.32M 0.05%
65,797
-574
343
$2.32M 0.05%
142,419
+124,845
344
$2.31M 0.05%
93,245
+78,239
345
$2.3M 0.05%
18,066
-215
346
$2.3M 0.05%
18,825
-601
347
$2.3M 0.05%
161,823
+41,704
348
$2.29M 0.05%
92,299
+81,983
349
$2.29M 0.05%
67,527
-3,667
350
$2.28M 0.05%
70,717
-12,155
12 13
14
15 16