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
101
$9.68M 0.21%
105,919
+517
102
$9.4M 0.2%
164,551
+18,512
103
$9.18M 0.19%
147,690
+5,279
104
$9.06M 0.19%
372,270
+15,318
105
$9.06M 0.19%
108,581
+4,167
106
$8.96M 0.19%
159,666
-8,801
107
$8.91M 0.19%
68,264
+2,425
108
$8.81M 0.19%
83,645
-15,845
109
$8.65M 0.18%
161,387
-1,919
110
$8.51M 0.18%
607,866
+288,744
111
$8.51M 0.18%
162,167
+11,946
112
$8.39M 0.18%
117,660
+21,911
113
$8.14M 0.17%
229,703
-9,663
114
$7.88M 0.17%
131,572
+114,793
115
$7.81M 0.17%
289,536
+53,885
116
$7.79M 0.17%
72,752
+10,486
117
$7.71M 0.16%
56,072
+3,117
118
$7.71M 0.16%
287,234
+90,654
119
$7.67M 0.16%
499,572
+315,275
120
$7.66M 0.16%
90,417
+11,657
121
$7.63M 0.16%
137,154
-2,190
122
$7.62M 0.16%
111,729
+3,213
123
$7.53M 0.16%
99,370
-4,627
124
$7.53M 0.16%
121,660
+4,228
125
$7.48M 0.16%
231,222
+90,876
3 4
5
6 7