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
401
$1.86M 0.04%
86,637
+44,090
402
$1.85M 0.04%
74,396
+12,051
403
$1.84M 0.04%
125,639
-6,125
404
$1.83M 0.04%
40,501
-4,690
405
$1.83M 0.04%
153,676
+27,710
406
$1.82M 0.04%
174,850
+45,285
407
$1.81M 0.04%
74,158
-4,778
408
$1.8M 0.04%
44,098
+33,782
409
$1.79M 0.04%
34,684
+160
410
$1.78M 0.04%
78,385
+21,347
411
$1.76M 0.04%
90,972
+74,435
412
$1.76M 0.04%
24,187
-381
413
$1.75M 0.04%
42,747
-1,005
414
$1.75M 0.04%
70,347
+23,282
415
$1.74M 0.04%
21,331
-703
416
$1.74M 0.04%
47,528
+1,488
417
$1.73M 0.04%
36,490
+72
418
$1.72M 0.04%
31,616
+452
419
$1.69M 0.04%
52,918
+4,805
420
$1.69M 0.04%
74,066
+42,187
421
$1.68M 0.04%
45,935
-903
422
$1.67M 0.04%
62,022
-4,628
423
$1.66M 0.04%
105,565
+10,466
424
$1.64M 0.03%
55,260
+1,560
425
$1.63M 0.03%
33,277
+1,285
15 16
17
18 19