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
426
$1.63M 0.03%
37,140
+6,479
427
$1.62M 0.03%
30,512
+24,115
428
$1.62M 0.03%
64,748
-5,703
429
$1.61M 0.03%
59,340
-444
430
$1.61M 0.03%
55,488
+4,940
431
$1.6M 0.03%
19,702
+9,800
432
$1.6M 0.03%
28,948
+518
433
$1.58M 0.03%
63,546
434
$1.58M 0.03%
85,617
+4,885
435
$1.57M 0.03%
106,591
+8,010
436
$1.57M 0.03%
23,566
+1,564
437
$1.56M 0.03%
84,953
+4,780
438
$1.56M 0.03%
60,254
+44,241
439
$1.55M 0.03%
38,610
-7,505
440
$1.54M 0.03%
66,459
-9,411
441
$1.54M 0.03%
16,087
+7,832
442
$1.53M 0.03%
100,068
+132
443
$1.53M 0.03%
117,363
+6,312
444
$1.53M 0.03%
118,340
+37,590
445
$1.52M 0.03%
81,449
+890
446
$1.52M 0.03%
13,361
-493
447
$1.52M 0.03%
19,530
+4,104
448
$1.51M 0.03%
28,719
-600
449
$1.51M 0.03%
12,910
+477
450
$1.51M 0.03%
83,255
+65
16 17
18
19 20