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
826
$627K 0.01%
26,122
-188
827
$626K 0.01%
+38,220
828
$626K 0.01%
27,417
+129
829
$624K 0.01%
12,466
-304
830
$623K 0.01%
20,288
-572
831
$623K 0.01%
16,595
+2,905
832
$620K 0.01%
19,707
-1,497
833
$620K 0.01%
16,575
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834
$614K 0.01%
37,872
+2,046
835
$614K 0.01%
+25,890
836
$612K 0.01%
17,696
-1,771
837
$612K 0.01%
20,604
-878
838
$610K 0.01%
9,635
+4,239
839
$610K 0.01%
37,427
+35
840
$610K 0.01%
41,951
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841
$610K 0.01%
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842
$608K 0.01%
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-558
843
$608K 0.01%
13,428
+3,413
844
$607K 0.01%
3,615
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845
$606K 0.01%
1,970
+22
846
$605K 0.01%
40,611
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847
$605K 0.01%
25,512
-1,098
848
$605K 0.01%
36,396
-1,684
849
$603K 0.01%
2,476
-31
850
$601K 0.01%
46,222
+3,699
32 33
34
35 36