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
626
$948K 0.02%
16,363
-6,851
627
$947K 0.02%
38,114
+1,109
628
$946K 0.02%
16,529
+1,537
629
$946K 0.02%
42,933
+29,484
630
$944K 0.02%
19,949
+2,678
631
$944K 0.02%
24,128
-359
632
$940K 0.02%
11,148
-870
633
$937K 0.02%
+45,619
634
$935K 0.02%
8,800
+446
635
$930K 0.02%
56,195
-1,010
636
$929K 0.02%
14,870
+5,724
637
$929K 0.02%
12,897
+3,648
638
$929K 0.02%
18,229
+6,899
639
$928K 0.02%
14,607
+388
640
$920K 0.02%
68,456
-51,272
641
$919K 0.02%
17,152
+331
642
$918K 0.02%
9,183
+1,156
643
$916K 0.02%
87,515
+1,363
644
$912K 0.02%
32,976
-1,310
645
$909K 0.02%
18,114
-9,196
646
$908K 0.02%
17,944
-6,412
647
$906K 0.02%
37,941
+3,822
648
$906K 0.02%
71,113
+496
649
$906K 0.02%
13,796
-2,994
650
$906K 0.02%
50,441
+9,412
24 25
26
27 28