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
1251
$257K 0.01%
27,820
-1,877
1252
$255K 0.01%
+436
1253
$254K 0.01%
5,118
-345
1254
$254K 0.01%
32,510
-125
1255
$254K 0.01%
4,356
+180
1256
$253K 0.01%
+10,189
1257
$252K 0.01%
24,570
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1258
$251K 0.01%
9,208
-886
1259
$251K 0.01%
+4,988
1260
$251K 0.01%
6,796
+1,025
1261
$251K 0.01%
+8,421
1262
$251K 0.01%
9,468
1263
$250K 0.01%
8,443
+565
1264
$250K 0.01%
+16,999
1265
$250K 0.01%
37,644
-12,288
1266
$250K 0.01%
7,430
+1,017
1267
$250K 0.01%
16,808
+3,607
1268
$250K 0.01%
10,262
-10
1269
$250K 0.01%
4,481
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1270
$249K 0.01%
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1271
$248K 0.01%
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1272
$248K 0.01%
8,336
+615
1273
$248K 0.01%
4,532
+32
1274
$248K 0.01%
4,322
-147
1275
$248K 0.01%
11,504
+357
49 50
51
52 53