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
501
$1.28M 0.03%
45,222
+3,334
502
$1.28M 0.03%
17,254
+6,694
503
$1.28M 0.03%
12,641
+4,203
504
$1.27M 0.03%
79,358
+2,318
505
$1.27M 0.03%
+46,504
506
$1.27M 0.03%
36,355
-312
507
$1.27M 0.03%
60,894
-714
508
$1.27M 0.03%
25,927
+1,781
509
$1.26M 0.03%
5,967
+253
510
$1.26M 0.03%
69,900
-7,740
511
$1.25M 0.03%
53,042
-4,568
512
$1.25M 0.03%
16,071
-6,962
513
$1.25M 0.03%
90,620
+7,109
514
$1.25M 0.03%
83,655
+20,898
515
$1.25M 0.03%
18,774
+1,565
516
$1.25M 0.03%
32,250
-2,104
517
$1.24M 0.03%
17,666
+2,111
518
$1.24M 0.03%
6,464
+3,831
519
$1.24M 0.03%
20,316
-7,176
520
$1.24M 0.03%
116,855
+87,209
521
$1.23M 0.03%
67,530
+1,275
522
$1.23M 0.03%
18,683
+14,481
523
$1.23M 0.03%
19,402
-12,101
524
$1.22M 0.03%
17,161
+2,207
525
$1.22M 0.03%
26,121
-13,797
19 20
21
22 23