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
1101
$358K 0.01%
+5,294
1102
$357K 0.01%
5,146
+413
1103
$355K 0.01%
18,568
+3,022
1104
$355K 0.01%
3,911
+89
1105
$354K 0.01%
+1,600
1106
$350K 0.01%
8,456
-1,348
1107
$349K 0.01%
30,543
+2,178
1108
$348K 0.01%
9,169
-37
1109
$348K 0.01%
2,043
+285
1110
$347K 0.01%
8,186
+637
1111
$346K 0.01%
+2,676
1112
$346K 0.01%
10,598
1113
$345K 0.01%
62,957
+1,277
1114
$344K 0.01%
21,497
+2,020
1115
$344K 0.01%
4,544
-295
1116
$344K 0.01%
15,197
+3,142
1117
$342K 0.01%
46,337
+4,706
1118
$339K 0.01%
16,494
+1,903
1119
$339K 0.01%
23,926
+1,099
1120
$337K 0.01%
3,293
+450
1121
$337K 0.01%
+17,829
1122
$337K 0.01%
377
-36
1123
$337K 0.01%
17,215
+4,259
1124
$336K 0.01%
10,636
+2,679
1125
$336K 0.01%
21,497
+4,225
43 44
45
46 47