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
926
$508K 0.01%
3,710
+99
927
$507K 0.01%
35,496
-944
928
$506K 0.01%
+66,791
929
$505K 0.01%
7,745
+50
930
$505K 0.01%
55,325
+1,812
931
$504K 0.01%
6,573
-36
932
$503K 0.01%
33,531
+16,513
933
$503K 0.01%
19,382
+2,483
934
$501K 0.01%
5,965
+218
935
$501K 0.01%
14,171
-46,824
936
$499K 0.01%
30,103
-116
937
$497K 0.01%
33,406
+4,168
938
$496K 0.01%
17,102
-9,833
939
$496K 0.01%
9,193
-123
940
$494K 0.01%
7,639
+271
941
$494K 0.01%
16,377
+593
942
$494K 0.01%
4,649
+410
943
$494K 0.01%
36,141
+5,335
944
$494K 0.01%
20,858
+9,143
945
$491K 0.01%
41,856
-2,813
946
$488K 0.01%
15,582
+3,937
947
$488K 0.01%
16,711
+3,202
948
$487K 0.01%
6,895
+52
949
$486K 0.01%
11,208
+8
950
$483K 0.01%
20,807
+1,959
36 37
38
39 40