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
451
$1.51M 0.03%
71,585
-10,050
452
$1.5M 0.03%
35,825
-1,963
453
$1.48M 0.03%
9,355
+23
454
$1.47M 0.03%
68,990
+51,906
455
$1.47M 0.03%
98,449
+56
456
$1.47M 0.03%
60,149
+12,416
457
$1.46M 0.03%
40,185
-10,305
458
$1.46M 0.03%
181,600
-7,500
459
$1.46M 0.03%
116,289
+72,398
460
$1.45M 0.03%
21,399
+11,936
461
$1.45M 0.03%
36,333
+4,305
462
$1.45M 0.03%
28,656
+7,023
463
$1.45M 0.03%
51,539
-62,874
464
$1.44M 0.03%
68,586
+7,461
465
$1.44M 0.03%
28,423
+2,547
466
$1.43M 0.03%
5,604
+368
467
$1.43M 0.03%
42,459
+13,785
468
$1.43M 0.03%
96,072
+49,686
469
$1.43M 0.03%
18,450
-1,644
470
$1.42M 0.03%
37,047
-714
471
$1.42M 0.03%
31,647
+2,505
472
$1.41M 0.03%
88,822
+68,978
473
$1.41M 0.03%
49,980
+22,180
474
$1.41M 0.03%
+18,509
475
$1.41M 0.03%
56,607
+34,901
17 18
19
20 21