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
1201
$283K 0.01%
+8,364
1202
$281K 0.01%
8,324
-1,766
1203
$280K 0.01%
+8,527
1204
$279K 0.01%
2,868
-35
1205
$278K 0.01%
20,589
-7,591
1206
$275K 0.01%
12,980
-120
1207
$275K 0.01%
15,018
+3,228
1208
$274K 0.01%
25,791
+10
1209
$274K 0.01%
42,087
-20,735
1210
$273K 0.01%
3,894
-200
1211
$273K 0.01%
4,778
-123
1212
$273K 0.01%
210
+39
1213
$273K 0.01%
21,033
-84
1214
$271K 0.01%
10,020
-1,200
1215
$271K 0.01%
+7,577
1216
$269K 0.01%
12,205
+88
1217
$269K 0.01%
+5,729
1218
$269K 0.01%
8,200
-395
1219
$269K 0.01%
18,080
+2,382
1220
$269K 0.01%
17,342
-204
1221
$267K 0.01%
6,772
-754
1222
$267K 0.01%
2,937
+99
1223
$266K 0.01%
+10,797
1224
$266K 0.01%
5,322
-494
1225
$265K 0.01%
4,851
+290
47 48
49
50 51