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
351
$2.27M 0.05%
87,846
+6,135
352
$2.27M 0.05%
19,809
-1,129
353
$2.26M 0.05%
21,724
+6,182
354
$2.26M 0.05%
66,764
-12,255
355
$2.26M 0.05%
48,395
+11,874
356
$2.25M 0.05%
53,103
-7,350
357
$2.25M 0.05%
35,878
+1,540
358
$2.23M 0.05%
73,416
-7,653
359
$2.2M 0.05%
16,858
+6,866
360
$2.2M 0.05%
44,533
+697
361
$2.2M 0.05%
81,175
-5,949
362
$2.19M 0.05%
66,543
+356
363
$2.17M 0.05%
55,911
-17,319
364
$2.16M 0.05%
101,473
+19,835
365
$2.16M 0.05%
14,224
+3,996
366
$2.15M 0.05%
42,251
+10,642
367
$2.15M 0.05%
25,276
-137
368
$2.15M 0.05%
33,252
+2,620
369
$2.13M 0.05%
43,013
+3,101
370
$2.1M 0.04%
31,426
-47
371
$2.09M 0.04%
66,251
+4,307
372
$2.08M 0.04%
36,666
+594
373
$2.08M 0.04%
69,757
+56
374
$2.06M 0.04%
43,076
+14,178
375
$2.05M 0.04%
43,180
+22,548
13 14
15
16 17