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
651
$905K 0.02%
47,180
+34,763
652
$901K 0.02%
+26,908
653
$900K 0.02%
33,418
+2,013
654
$900K 0.02%
12,149
-403
655
$898K 0.02%
46,533
-1,555
656
$895K 0.02%
10,609
+3,052
657
$893K 0.02%
46,697
+1,507
658
$892K 0.02%
80,400
+14,700
659
$891K 0.02%
57,320
-17,550
660
$891K 0.02%
26,230
-2,143
661
$889K 0.02%
26,686
+18,259
662
$888K 0.02%
27,342
+1,037
663
$887K 0.02%
25,418
+11,188
664
$886K 0.02%
17,815
-3
665
$883K 0.02%
11,567
+6,075
666
$883K 0.02%
7,469
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667
$882K 0.02%
27,233
-27,256
668
$881K 0.02%
38,218
-11,689
669
$879K 0.02%
14,678
-1,496
670
$878K 0.02%
24,980
+3,541
671
$878K 0.02%
17,762
-702
672
$877K 0.02%
32,436
+1,117
673
$877K 0.02%
8,908
+984
674
$876K 0.02%
+27,240
675
$872K 0.02%
742,200
+141,720
25 26
27
28 29