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
876
$567K 0.01%
8,400
-17,348
877
$566K 0.01%
3,743
-253
878
$565K 0.01%
12,331
+1,315
879
$565K 0.01%
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880
$564K 0.01%
39,217
-21,367
881
$564K 0.01%
22,633
+152
882
$564K 0.01%
9,085
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883
$563K 0.01%
14,347
+458
884
$562K 0.01%
11,841
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885
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13,978
+2,374
886
$558K 0.01%
5,522
+1,441
887
$557K 0.01%
20,797
+9,649
888
$556K 0.01%
22,738
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889
$555K 0.01%
22,954
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890
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891
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13,376
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20,581
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894
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3,153
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895
$535K 0.01%
29,931
896
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10,234
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897
$535K 0.01%
11,007
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898
$533K 0.01%
24,654
-8,120
899
$533K 0.01%
+9,569
900
$532K 0.01%
43,112
+23,975
34 35
36
37 38