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
1026
$412K 0.01%
+7,648
1027
$412K 0.01%
14,628
+532
1028
$412K 0.01%
8,726
+1,331
1029
$411K 0.01%
4,135
1030
$411K 0.01%
59,339
-4,805
1031
$410K 0.01%
430
-33
1032
$409K 0.01%
26,669
-1,975
1033
$406K 0.01%
29,476
+15,634
1034
$405K 0.01%
8,744
-887
1035
$405K 0.01%
9,278
+1,917
1036
$405K 0.01%
8,213
-118
1037
$405K 0.01%
9,858
+380
1038
$405K 0.01%
3,989
-227
1039
$404K 0.01%
+17,024
1040
$402K 0.01%
+1,760
1041
$402K 0.01%
7,855
+685
1042
$402K 0.01%
16,090
+2,280
1043
$401K 0.01%
16,104
-79
1044
$401K 0.01%
28,007
-984
1045
$400K 0.01%
2,931
+417
1046
$399K 0.01%
7,216
-274
1047
$399K 0.01%
+15,849
1048
$398K 0.01%
+4,238
1049
$398K 0.01%
48,223
1050
$397K 0.01%
458
-12
40 41
42
43 44