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
726
$788K 0.02%
10,219
+4,266
727
$788K 0.02%
45,831
+8,368
728
$788K 0.02%
48,509
+4,302
729
$787K 0.02%
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730
$785K 0.02%
22,244
+1,635
731
$785K 0.02%
18,749
+197
732
$780K 0.02%
25,318
-1,303
733
$780K 0.02%
27,068
+1,411
734
$779K 0.02%
32,756
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735
$778K 0.02%
10,498
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736
$769K 0.02%
27,638
+3,303
737
$768K 0.02%
49,676
-24,879
738
$765K 0.02%
50,168
+16,683
739
$763K 0.02%
20,840
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740
$763K 0.02%
11,564
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30,044
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742
$760K 0.02%
199,975
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743
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14,726
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744
$751K 0.02%
28,559
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745
$750K 0.02%
19,521
-4,494
746
$749K 0.02%
41,681
-539
747
$748K 0.02%
+11,006
748
$746K 0.02%
34,524
-7,650
749
$746K 0.02%
119,417
+24,160
750
$743K 0.02%
22,669
-133
28 29
30
31 32