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
1226
$264K 0.01%
3,692
+176
1227
$264K 0.01%
10,456
-129
1228
$263K 0.01%
7,400
+47
1229
$263K 0.01%
4,692
+664
1230
$263K 0.01%
36,734
-2,043
1231
$263K 0.01%
10,583
+1,288
1232
$263K 0.01%
10,319
+617
1233
$263K 0.01%
10,905
+1,747
1234
$262K 0.01%
9,576
+309
1235
$262K 0.01%
14,818
+739
1236
$261K 0.01%
4,282
+88
1237
$261K 0.01%
+4,134
1238
$261K 0.01%
12,936
-904
1239
$260K 0.01%
7,293
-135
1240
$260K 0.01%
10,109
-1,374
1241
$260K 0.01%
+4,258
1242
$260K 0.01%
4,058
-1,369
1243
$260K 0.01%
+16,192
1244
$260K 0.01%
23,632
+2,542
1245
$259K 0.01%
16,819
+753
1246
$259K 0.01%
4,789
+180
1247
$258K 0.01%
21,080
+1,000
1248
$258K 0.01%
3,093
-206
1249
$258K 0.01%
+9,242
1250
$258K 0.01%
21,091
48 49
50
51 52