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
701
$826K 0.02%
+13,360
702
$825K 0.02%
10,532
+1,055
703
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15,132
+7,435
704
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65,594
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705
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706
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25,361
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707
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14,536
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709
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710
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11,616
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711
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14,310
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712
$815K 0.02%
84,798
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713
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+42,076
714
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15,741
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715
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718
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38,315
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5,927
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720
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11,908
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$798K 0.02%
13,277
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722
$796K 0.02%
43,892
-1,850
723
$792K 0.02%
55,506
+2,416
724
$789K 0.02%
41,661
-224
725
$789K 0.02%
36,845
+91
27 28
29
30 31