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
1151
$316K 0.01%
24,014
+28
1152
$315K 0.01%
17,771
-24,786
1153
$315K 0.01%
9,612
+1,422
1154
$315K 0.01%
23,283
+3,863
1155
$314K 0.01%
6,516
+987
1156
$312K 0.01%
9,612
-5,230
1157
$310K 0.01%
12,447
+279
1158
$309K 0.01%
5,828
+124
1159
$309K 0.01%
6,841
-481
1160
$308K 0.01%
+10,318
1161
$308K 0.01%
27,870
+5,657
1162
$308K 0.01%
3,742
+1,097
1163
$307K 0.01%
7,643
+681
1164
$306K 0.01%
+9,322
1165
$306K 0.01%
20,973
-889
1166
$305K 0.01%
21,082
-20,849
1167
$305K 0.01%
8,872
+418
1168
$305K 0.01%
21,660
+3,022
1169
$303K 0.01%
4,509
-1,517
1170
$303K 0.01%
4,280
+1,120
1171
$303K 0.01%
+20,617
1172
$302K 0.01%
7,797
-122
1173
$302K 0.01%
13,322
-467
1174
$302K 0.01%
14,493
-52
1175
$300K 0.01%
21,143
+3,041
45 46
47
48 49