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
1301
$237K 0.01%
40,047
-3,294
1302
$237K 0.01%
+4,749
1303
$237K 0.01%
53,125
+40,025
1304
$237K 0.01%
+3,173
1305
$236K 0.01%
+2,218
1306
$236K 0.01%
+6,914
1307
$236K 0.01%
570
+9
1308
$236K 0.01%
8,418
-250
1309
$235K 0.01%
5,256
-74
1310
$233K ﹤0.01%
4,136
+20
1311
$233K ﹤0.01%
+5,849
1312
$233K ﹤0.01%
+22,436
1313
$231K ﹤0.01%
+8,262
1314
$231K ﹤0.01%
7,710
1315
$230K ﹤0.01%
2,925
-789
1316
$230K ﹤0.01%
+13,100
1317
$229K ﹤0.01%
+9,612
1318
$229K ﹤0.01%
10,488
+341
1319
$229K ﹤0.01%
+3,955
1320
$227K ﹤0.01%
6,043
+379
1321
$227K ﹤0.01%
8,855
1322
$227K ﹤0.01%
14,339
-573
1323
$226K ﹤0.01%
8,817
-115
1324
$226K ﹤0.01%
+2,123
1325
$226K ﹤0.01%
10,792
-135
51 52
53
54 55