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
551
$1.13M 0.02%
22,738
+2,519
552
$1.13M 0.02%
26,213
+19,603
553
$1.13M 0.02%
22,613
-2,650
554
$1.12M 0.02%
44,792
+20,800
555
$1.12M 0.02%
52,095
-4,786
556
$1.12M 0.02%
13,366
+903
557
$1.11M 0.02%
10,553
-27
558
$1.11M 0.02%
31,253
+886
559
$1.11M 0.02%
42,280
-3,260
560
$1.11M 0.02%
7,534
+832
561
$1.11M 0.02%
28,708
+452
562
$1.11M 0.02%
12,316
+83
563
$1.11M 0.02%
42,996
+18,816
564
$1.1M 0.02%
+75,276
565
$1.1M 0.02%
40,269
-2,043
566
$1.1M 0.02%
21,802
+142
567
$1.1M 0.02%
23,839
-1,336
568
$1.09M 0.02%
19,244
-314
569
$1.09M 0.02%
21,566
-344
570
$1.09M 0.02%
24,428
+12,060
571
$1.09M 0.02%
10,234
+718
572
$1.08M 0.02%
24,463
+3,347
573
$1.08M 0.02%
35,113
+2,999
574
$1.08M 0.02%
34,555
-737
575
$1.07M 0.02%
101,437
-195
21 22
23
24 25