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
851
$600K 0.01%
2,277
+1,240
852
$600K 0.01%
13,598
+1,446
853
$599K 0.01%
63,060
+49,422
854
$597K 0.01%
4,848
+13
855
$596K 0.01%
+37,714
856
$596K 0.01%
69,983
+18,240
857
$595K 0.01%
19,200
-300
858
$594K 0.01%
17,652
+670
859
$594K 0.01%
16,652
-34
860
$592K 0.01%
18,158
+800
861
$591K 0.01%
6,938
+355
862
$589K 0.01%
42,834
+3,338
863
$588K 0.01%
11,527
+1,174
864
$586K 0.01%
23,920
+12,525
865
$581K 0.01%
69,385
+7,234
866
$580K 0.01%
14,842
867
$579K 0.01%
6,236
-1
868
$579K 0.01%
46,887
-1,793
869
$577K 0.01%
22,037
+4,911
870
$576K 0.01%
43,600
871
$575K 0.01%
5,280
-515
872
$575K 0.01%
6,688
+136
873
$575K 0.01%
11,002
+2,030
874
$574K 0.01%
32,012
-894
875
$572K 0.01%
+7,685
33 34
35
36 37