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
26
$30.5M 0.65%
219,335
+30,028
27
$30M 0.64%
237,413
-4,470
28
$29.6M 0.63%
334,181
+127,477
29
$28.6M 0.61%
414,307
+42,561
30
$28.4M 0.6%
251,668
-17,966
31
$27.6M 0.59%
494,718
+20,314
32
$27.1M 0.57%
680,224
-262,195
33
$26.7M 0.57%
624,851
+150,243
34
$26.2M 0.56%
1,173,207
+113,764
35
$26.1M 0.55%
266,446
+40,874
36
$25.5M 0.54%
226,116
-4,646
37
$25.4M 0.54%
253,340
+2,356
38
$25.2M 0.53%
339,764
+337,064
39
$24.7M 0.52%
229,978
-56,536
40
$24.2M 0.51%
725,383
+60,141
41
$23.5M 0.5%
752,931
+51,442
42
$22.8M 0.48%
571,172
+33,918
43
$21.4M 0.45%
187,497
+15,148
44
$21.3M 0.45%
202,901
+21,760
45
$21M 0.44%
181,492
-33,217
46
$20.9M 0.44%
293,020
+24,559
47
$20.9M 0.44%
202,758
+4,804
48
$20.7M 0.44%
404,254
+22,955
49
$20.6M 0.44%
75,500
+23,565
50
$20.1M 0.43%
280,162
+128,385
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