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
976
$454K 0.01%
15,835
+3
977
$452K 0.01%
18,455
+2,677
978
$450K 0.01%
6,944
+250
979
$449K 0.01%
46,089
+10,274
980
$448K 0.01%
4,300
-181
981
$445K 0.01%
8,612
+869
982
$444K 0.01%
17,373
+2,354
983
$444K 0.01%
9,638
+1,701
984
$442K 0.01%
16,677
+968
985
$442K 0.01%
6,581
+2,335
986
$442K 0.01%
21,519
+2,241
987
$441K 0.01%
34,850
-1,700
988
$440K 0.01%
42,535
+14,287
989
$440K 0.01%
18,988
990
$438K 0.01%
12,791
+1,561
991
$438K 0.01%
6,070
-247
992
$437K 0.01%
14,981
+217
993
$437K 0.01%
27,190
+7,034
994
$436K 0.01%
9,738
+2,874
995
$436K 0.01%
63,818
+8,165
996
$436K 0.01%
13,941
+4,531
997
$435K 0.01%
5,795
+623
998
$435K 0.01%
5,464
+76
999
$435K 0.01%
12,548
+1,125
1000
$434K 0.01%
26,202
+1,269
38 39
40
41 42