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
526
$1.22M 0.03%
88,254
+252
527
$1.22M 0.03%
73,411
-4,097
528
$1.22M 0.03%
24,227
-1,075
529
$1.21M 0.03%
43,871
-6,295
530
$1.21M 0.03%
36,069
+3,142
531
$1.2M 0.03%
+14,879
532
$1.2M 0.03%
31,541
+3,931
533
$1.19M 0.03%
14,637
+8,863
534
$1.18M 0.03%
24,200
-91
535
$1.18M 0.03%
42,929
+3,315
536
$1.18M 0.03%
66,312
+35,043
537
$1.18M 0.03%
29,366
+2,745
538
$1.17M 0.02%
9,758
+7,531
539
$1.17M 0.02%
35,661
+17,016
540
$1.17M 0.02%
+41,177
541
$1.17M 0.02%
20,494
+227
542
$1.16M 0.02%
24,146
+6,829
543
$1.16M 0.02%
42,050
-102
544
$1.16M 0.02%
68,433
+13,956
545
$1.16M 0.02%
26,927
+10,733
546
$1.16M 0.02%
8,619
+694
547
$1.15M 0.02%
41,625
-1,046
548
$1.14M 0.02%
12,103
+665
549
$1.14M 0.02%
16,094
+1,264
550
$1.14M 0.02%
44,770
+6,280
20 21
22
23 24