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
1126
$335K 0.01%
+3,126
1127
$334K 0.01%
2,689
+29
1128
$333K 0.01%
3,623
+2
1129
$332K 0.01%
17,724
+4,984
1130
$332K 0.01%
11,973
+213
1131
$332K 0.01%
18,078
1132
$332K 0.01%
22,024
+11,354
1133
$330K 0.01%
10,699
-408
1134
$328K 0.01%
+15,128
1135
$328K 0.01%
8,583
+280
1136
$327K 0.01%
+9,180
1137
$326K 0.01%
9,284
+1,717
1138
$324K 0.01%
1,426
-1,322
1139
$324K 0.01%
9,989
-388
1140
$324K 0.01%
3,988
+425
1141
$323K 0.01%
5,973
-7,445
1142
$322K 0.01%
8,146
+1,356
1143
$321K 0.01%
41,694
+25,889
1144
$321K 0.01%
6,457
-2,921
1145
$321K 0.01%
+14,720
1146
$319K 0.01%
11,052
-1,065
1147
$317K 0.01%
7,400
+1,248
1148
$317K 0.01%
6,328
-31
1149
$316K 0.01%
6,382
-830
1150
$316K 0.01%
10,534
+225
44 45
46
47 48