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
476
$1.4M 0.03%
56,078
+5,154
477
$1.4M 0.03%
20,542
+1,112
478
$1.39M 0.03%
65,792
-5,816
479
$1.37M 0.03%
88,138
+6,074
480
$1.37M 0.03%
11,897
-557
481
$1.37M 0.03%
54,276
+3,452
482
$1.37M 0.03%
25,890
-3,895
483
$1.35M 0.03%
123,201
+73,163
484
$1.35M 0.03%
17,023
-1,665
485
$1.35M 0.03%
59,646
+33,990
486
$1.34M 0.03%
17,682
+14
487
$1.33M 0.03%
57,136
488
$1.33M 0.03%
20,533
+16,188
489
$1.33M 0.03%
35,339
+7,003
490
$1.32M 0.03%
53,270
+7,276
491
$1.31M 0.03%
134,448
+4,417
492
$1.31M 0.03%
199,744
+34,320
493
$1.31M 0.03%
43,766
+6,136
494
$1.3M 0.03%
12,613
-3,755
495
$1.3M 0.03%
36,557
-6,814
496
$1.29M 0.03%
5,356
+404
497
$1.29M 0.03%
14,429
+1,946
498
$1.29M 0.03%
31,875
+207
499
$1.28M 0.03%
25,493
+3,862
500
$1.28M 0.03%
100,933
+21,540
18 19
20
21 22