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
376
$2.05M 0.04%
113,195
-5,285
377
$2.04M 0.04%
66,516
+493
378
$2.03M 0.04%
+130,865
379
$2.02M 0.04%
8,875
-9,446
380
$2.02M 0.04%
26,716
-22
381
$2.02M 0.04%
45,091
+196
382
$2M 0.04%
31,610
+4,572
383
$2M 0.04%
26,735
+746
384
$2M 0.04%
51,030
+33,904
385
$1.98M 0.04%
26,028
-60
386
$1.97M 0.04%
20,355
-3,366
387
$1.94M 0.04%
55,653
+20,972
388
$1.94M 0.04%
44,378
+22,734
389
$1.93M 0.04%
40,331
+1,818
390
$1.93M 0.04%
63,223
-33,332
391
$1.92M 0.04%
57,015
+17,905
392
$1.91M 0.04%
171,624
+16,816
393
$1.89M 0.04%
31,680
-4,382
394
$1.88M 0.04%
44,702
+9,173
395
$1.88M 0.04%
37,870
+28,254
396
$1.88M 0.04%
46,146
+15,670
397
$1.87M 0.04%
89,457
+767
398
$1.87M 0.04%
58,698
+12,112
399
$1.86M 0.04%
24,371
+7,595
400
$1.86M 0.04%
19,023
+639
14 15
16
17 18