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
1001
$433K 0.01%
+10,024
1002
$430K 0.01%
27,899
+4,551
1003
$430K 0.01%
3,977
+289
1004
$429K 0.01%
17,939
+4,970
1005
$428K 0.01%
10,922
+1,202
1006
$427K 0.01%
48,399
-8,064
1007
$427K 0.01%
8,112
-214
1008
$424K 0.01%
3,311
+611
1009
$424K 0.01%
36,061
-2,551
1010
$424K 0.01%
24,039
+1,400
1011
$423K 0.01%
18,143
-1,335
1012
$423K 0.01%
35,844
+5,116
1013
$423K 0.01%
+9,379
1014
$423K 0.01%
16,674
-16,031
1015
$422K 0.01%
5,475
-361
1016
$421K 0.01%
+8,156
1017
$418K 0.01%
32,553
+2,333
1018
$418K 0.01%
21,427
-1,103
1019
$418K 0.01%
25,521
+173
1020
$418K 0.01%
15,123
+2,126
1021
$417K 0.01%
5,610
-2,354
1022
$417K 0.01%
27,660
+2,690
1023
$416K 0.01%
57,387
+5,450
1024
$415K 0.01%
30,593
+703
1025
$413K 0.01%
4,434
-1,205
39 40
41
42 43