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
1176
$299K 0.01%
19,538
-2,801
1177
$298K 0.01%
36,197
+546
1178
$298K 0.01%
5,784
+577
1179
$298K 0.01%
6,665
-277
1180
$297K 0.01%
24,338
-273
1181
$297K 0.01%
20,745
-420
1182
$297K 0.01%
17,181
+217
1183
$296K 0.01%
+3,270
1184
$295K 0.01%
7,124
+114
1185
$294K 0.01%
+13,334
1186
$293K 0.01%
+22,605
1187
$292K 0.01%
+18,816
1188
$292K 0.01%
9,210
-308
1189
$292K 0.01%
11,942
+399
1190
$292K 0.01%
10,678
1191
$290K 0.01%
+7,803
1192
$290K 0.01%
23,769
+2,798
1193
$289K 0.01%
27,685
-1,035
1194
$288K 0.01%
11,746
-398
1195
$288K 0.01%
16,720
+3,995
1196
$287K 0.01%
21,345
1197
$287K 0.01%
4,714
-206
1198
$287K 0.01%
11,187
+14
1199
$286K 0.01%
+9,548
1200
$283K 0.01%
16,779
-681
46 47
48
49 50