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
1051
$396K 0.01%
+5,202
1052
$396K 0.01%
14,924
-415
1053
$396K 0.01%
17,367
+744
1054
$396K 0.01%
29,611
+4,049
1055
$396K 0.01%
5,454
+1,092
1056
$394K 0.01%
1,815
+101
1057
$394K 0.01%
15,726
+7,648
1058
$393K 0.01%
4,926
+21
1059
$393K 0.01%
21,353
+997
1060
$392K 0.01%
15,214
+7,197
1061
$391K 0.01%
16,285
-1,803
1062
$390K 0.01%
40,036
+307
1063
$389K 0.01%
+5,807
1064
$388K 0.01%
39,664
1065
$386K 0.01%
+17,787
1066
$385K 0.01%
34,120
-346
1067
$383K 0.01%
8,624
+1,518
1068
$383K 0.01%
19,237
+2,359
1069
$383K 0.01%
2,771
-1,647
1070
$383K 0.01%
13,045
+1,871
1071
$383K 0.01%
7,803
+552
1072
$382K 0.01%
9,927
+1,335
1073
$382K 0.01%
25,988
+7,347
1074
$381K 0.01%
+1,444
1075
$381K 0.01%
4,909
+1,316
41 42
43
44 45