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
1276
$248K 0.01%
4,973
1277
$247K 0.01%
5,998
+310
1278
$247K 0.01%
+10,915
1279
$246K 0.01%
2,699
-266
1280
$246K 0.01%
21,215
-4,024
1281
$246K 0.01%
9,640
-380
1282
$246K 0.01%
+14,304
1283
$246K 0.01%
+6,001
1284
$246K 0.01%
2,560
-245
1285
$245K 0.01%
+3,329
1286
$244K 0.01%
24,815
+2,415
1287
$244K 0.01%
11,211
+777
1288
$244K 0.01%
19,710
1289
$244K 0.01%
+13,786
1290
$243K 0.01%
11,271
-1,200
1291
$243K 0.01%
4,844
+104
1292
$243K 0.01%
36,915
+196
1293
$242K 0.01%
1,844
-536
1294
$242K 0.01%
10,755
+1,659
1295
$242K 0.01%
5,799
-1,469
1296
$241K 0.01%
6,712
-2,580
1297
$241K 0.01%
+8,850
1298
$240K 0.01%
14,392
+654
1299
$239K 0.01%
1,718
-2,387
1300
$238K 0.01%
54,385
+11,715
50 51
52
53 54