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
751
$742K 0.02%
13,230
+2,741
752
$740K 0.02%
17,234
+865
753
$739K 0.02%
73,723
+6,338
754
$734K 0.02%
22,896
+3,199
755
$734K 0.02%
25,547
+5,292
756
$728K 0.02%
13,062
+2,139
757
$727K 0.02%
13,446
+437
758
$725K 0.02%
4,883
+511
759
$725K 0.02%
19,049
+2,963
760
$724K 0.02%
30,946
+6,306
761
$724K 0.02%
+21,732
762
$722K 0.02%
19,905
-181
763
$720K 0.02%
18,176
+580
764
$719K 0.02%
14,155
-20,145
765
$719K 0.02%
18,970
+2,950
766
$717K 0.02%
47,119
-5,333
767
$716K 0.02%
14,380
-252
768
$716K 0.02%
28,831
+14
769
$713K 0.02%
+33,602
770
$711K 0.02%
9,904
+2,910
771
$708K 0.02%
29,036
+19,310
772
$708K 0.02%
31,568
+3
773
$706K 0.02%
13,812
+282
774
$706K 0.02%
12,601
+3,486
775
$705K 0.01%
4,704
-404
29 30
31
32 33