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
51
$20M 0.42%
186,781
+6,221
52
$19.9M 0.42%
551,080
-62,179
53
$19.6M 0.42%
411,060
+395,546
54
$19.1M 0.4%
194,810
+13,360
55
$18.5M 0.39%
619,680
+110,310
56
$18.4M 0.39%
216,775
+9,203
57
$17.8M 0.38%
318,438
+12,545
58
$17.7M 0.38%
374,529
+57,314
59
$17.6M 0.37%
868,236
+80,593
60
$17M 0.36%
277,241
+121,602
61
$16.4M 0.35%
115,957
+54,751
62
$15.9M 0.34%
198,117
+7,844
63
$15.7M 0.33%
234,094
+13,921
64
$15.7M 0.33%
163,775
-12,367
65
$14.9M 0.32%
121,710
+32,833
66
$14.8M 0.31%
622,573
+131,427
67
$14.8M 0.31%
101,214
+6,754
68
$14.7M 0.31%
252,516
+13,872
69
$14.3M 0.3%
122,498
+3,257
70
$13.9M 0.29%
95,715
+14,972
71
$13.6M 0.29%
159,006
+41,905
72
$13.6M 0.29%
299,199
+18,940
73
$13.5M 0.29%
204,046
+68,395
74
$13.2M 0.28%
73,845
-35,447
75
$13.2M 0.28%
124,549
+15,035
1 2
3
4 5