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
76
$13.1M 0.28%
102,485
+8,161
77
$13M 0.28%
202,892
+73,764
78
$12.8M 0.27%
253,138
+4,814
79
$12.8M 0.27%
370,480
+21,840
80
$12.5M 0.26%
122,931
+16,755
81
$12.4M 0.26%
378,979
+46,918
82
$12.3M 0.26%
143,724
-78,907
83
$11.9M 0.25%
141,416
+22,673
84
$11.7M 0.25%
333,960
+41,000
85
$11.6M 0.25%
337,248
+76,012
86
$11.5M 0.24%
142,436
+52,645
87
$11.5M 0.24%
155,890
+5,737
88
$11.3M 0.24%
93,907
-802
89
$11.1M 0.24%
381,604
+33,180
90
$11M 0.23%
148,195
+16,306
91
$10.8M 0.23%
87,634
+6,701
92
$10.7M 0.23%
183,454
+78,592
93
$10.7M 0.23%
371,382
+49,964
94
$10.4M 0.22%
827,833
+95,182
95
$10.4M 0.22%
109,178
+33,745
96
$10.3M 0.22%
186,862
+9,833
97
$10.3M 0.22%
119,691
+12,919
98
$10.2M 0.22%
379,434
-523,316
99
$10.2M 0.22%
217,606
+10,385
100
$9.91M 0.21%
110,801
+41,108
2 3
4
5 6