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
1351
$213K ﹤0.01%
7,616
+66
1352
$212K ﹤0.01%
+8,065
1353
$212K ﹤0.01%
5,061
+92
1354
$211K ﹤0.01%
12,712
+12
1355
$211K ﹤0.01%
4,059
1356
$211K ﹤0.01%
7,629
-14,085
1357
$210K ﹤0.01%
+11,762
1358
$210K ﹤0.01%
+12,774
1359
$210K ﹤0.01%
14,940
-3,484
1360
$210K ﹤0.01%
22,597
-1,432
1361
$207K ﹤0.01%
4,322
-144
1362
$206K ﹤0.01%
+10,605
1363
$206K ﹤0.01%
18,618
+13
1364
$206K ﹤0.01%
+2,248
1365
$205K ﹤0.01%
3,664
-123
1366
$205K ﹤0.01%
+5,738
1367
$205K ﹤0.01%
+2,704
1368
$204K ﹤0.01%
5,428
-738
1369
$204K ﹤0.01%
1,388
-151
1370
$203K ﹤0.01%
26,475
+9,127
1371
$202K ﹤0.01%
11,018
-1,075
1372
$202K ﹤0.01%
14,758
-360
1373
$202K ﹤0.01%
25,533
1374
$202K ﹤0.01%
7,775
-5,866
1375
$202K ﹤0.01%
6,832
-1,392
53 54
55
56 57