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
676
$872K 0.02%
42,088
+22,851
677
$868K 0.02%
43,122
-3,571
678
$867K 0.02%
36,602
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679
$866K 0.02%
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680
$864K 0.02%
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+410
681
$864K 0.02%
+4,693
682
$863K 0.02%
9,182
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683
$861K 0.02%
64,238
684
$860K 0.02%
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685
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68,968
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686
$856K 0.02%
32,943
-303
687
$856K 0.02%
14,491
+2,018
688
$856K 0.02%
199,647
-7,089
689
$852K 0.02%
63,466
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690
$852K 0.02%
180,436
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11,499
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13,236
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$839K 0.02%
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695
$839K 0.02%
44,100
+21,350
696
$837K 0.02%
19,643
-2,840
697
$835K 0.02%
37,481
-559
698
$835K 0.02%
17,797
+1,295
699
$831K 0.02%
34,788
-5,514
700
$827K 0.02%
27,247
+917
26 27
28
29 30