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
1076
$381K 0.01%
6,335
-142
1077
$380K 0.01%
+1,741
1078
$379K 0.01%
2,274
+223
1079
$379K 0.01%
17,575
+675
1080
$378K 0.01%
16,308
+2,814
1081
$377K 0.01%
11,437
-1,360
1082
$377K 0.01%
14,432
-7,000
1083
$377K 0.01%
6,702
-12,324
1084
$376K 0.01%
66,275
+4,904
1085
$376K 0.01%
7,823
+458
1086
$374K 0.01%
6,335
-286
1087
$373K 0.01%
4,597
+226
1088
$373K 0.01%
7,530
-31
1089
$371K 0.01%
46,116
+7,743
1090
$371K 0.01%
2,673
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1091
$370K 0.01%
5,601
-6,280
1092
$367K 0.01%
2,774
-470
1093
$367K 0.01%
429
-6
1094
$365K 0.01%
14,415
+2,553
1095
$365K 0.01%
10,879
-1,409
1096
$364K 0.01%
25,064
-769
1097
$361K 0.01%
6,862
-38
1098
$359K 0.01%
5,384
+448
1099
$358K 0.01%
15,502
-169
1100
$358K 0.01%
27,778
-86
42 43
44
45 46