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
1326
$225K ﹤0.01%
3,806
-2,696
1327
$225K ﹤0.01%
3,290
+422
1328
$224K ﹤0.01%
43,842
+5,462
1329
$224K ﹤0.01%
3,567
-138
1330
$223K ﹤0.01%
5,443
1331
$223K ﹤0.01%
12,288
-60
1332
$221K ﹤0.01%
85,573
+26,944
1333
$221K ﹤0.01%
26,795
+2,958
1334
$221K ﹤0.01%
8,181
-690
1335
$220K ﹤0.01%
27,014
+27
1336
$220K ﹤0.01%
10,884
+1,354
1337
$220K ﹤0.01%
+3,000
1338
$219K ﹤0.01%
16,292
-836
1339
$219K ﹤0.01%
3,780
1340
$219K ﹤0.01%
4,842
-236
1341
$218K ﹤0.01%
+5,303
1342
– –
0
1343
$216K ﹤0.01%
18,026
+3,771
1344
$216K ﹤0.01%
+4,186
1345
$216K ﹤0.01%
11,500
-200
1346
$215K ﹤0.01%
2,373
+45
1347
$215K ﹤0.01%
8,175
-9,789
1348
$214K ﹤0.01%
15,081
+761
1349
$214K ﹤0.01%
2,609
-778
1350
$214K ﹤0.01%
20,846
+6,400
52 53
54
55 56