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
901
$530K 0.01%
11,720
-300
902
$529K 0.01%
24,477
+3,062
903
$529K 0.01%
25,741
-9,096
904
$527K 0.01%
16,202
+5,281
905
$526K 0.01%
57,462
+4,393
906
$524K 0.01%
+9,716
907
$523K 0.01%
20,729
+500
908
$520K 0.01%
3,951
-546
909
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10,899
+1,134
910
$519K 0.01%
8,979
+2,260
911
$519K 0.01%
+1,061
912
$519K 0.01%
34,971
+215
913
$519K 0.01%
8,123
+128
914
$518K 0.01%
12,213
+2,848
915
$517K 0.01%
29,399
-3,942
916
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12,658
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917
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12,244
-2,114
918
$516K 0.01%
4,893
-39
919
$515K 0.01%
4,541
-82
920
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26,651
-1,641
921
$514K 0.01%
9,254
+361
922
$513K 0.01%
11,870
-318
923
$511K 0.01%
36,586
+13,181
924
$510K 0.01%
10,231
+672
925
$509K 0.01%
84,680
+23,085
35 36
37
38 39