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
576
$1.07M 0.02%
6,407
+570
577
$1.07M 0.02%
11,795
578
$1.06M 0.02%
17,824
-732
579
$1.06M 0.02%
93,147
+11,572
580
$1.06M 0.02%
45,468
+23,199
581
$1.06M 0.02%
50,869
+80
582
$1.06M 0.02%
127,576
-46,760
583
$1.05M 0.02%
37,066
+15,866
584
$1.05M 0.02%
45,516
+1,200
585
$1.05M 0.02%
+119,863
586
$1.05M 0.02%
73,642
+2,894
587
$1.04M 0.02%
51,353
+12,878
588
$1.04M 0.02%
77,328
+18,184
589
$1.04M 0.02%
+62,240
590
$1.04M 0.02%
116,090
+26,878
591
$1.04M 0.02%
26,290
-4
592
$1.04M 0.02%
20,247
+1,178
593
$1.04M 0.02%
+66,880
594
$1.02M 0.02%
34,219
+16,951
595
$1.01M 0.02%
+11,303
596
$1.01M 0.02%
67,047
+18,365
597
$1M 0.02%
9,589
-881
598
$1M 0.02%
11,999
-809
599
$993K 0.02%
5,518
+143
600
$993K 0.02%
18,457
+5,610
22 23
24
25 26