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
601
$986K 0.02%
75,383
+45,653
602
$983K 0.02%
+17,551
603
$982K 0.02%
95,898
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604
$980K 0.02%
13,338
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605
$980K 0.02%
53,267
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606
$980K 0.02%
23,254
+13,044
607
$979K 0.02%
19,205
+4,703
608
$979K 0.02%
56,078
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609
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21,756
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610
$972K 0.02%
8,612
-764
611
$971K 0.02%
113,487
+6,386
612
$970K 0.02%
87,101
-20,451
613
$970K 0.02%
7,954
-3,630
614
$969K 0.02%
36,516
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615
$962K 0.02%
33,658
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$961K 0.02%
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617
$959K 0.02%
14,419
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618
$959K 0.02%
2,747
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619
$958K 0.02%
30,435
-381
620
$956K 0.02%
9,397
+1,359
621
$955K 0.02%
9,173
+412
622
$955K 0.02%
21,949
+4,984
623
$953K 0.02%
19,052
+6,600
624
$949K 0.02%
40,340
+4,954
625
$948K 0.02%
10,249
+4,947
23 24
25
26 27