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
1376
$202K ﹤0.01%
+15,701
1377
$202K ﹤0.01%
4,034
+30
1378
$202K ﹤0.01%
23,454
+9,195
1379
$201K ﹤0.01%
+3,984
1380
$200K ﹤0.01%
+5,956
1381
$197K ﹤0.01%
12,872
+1,953
1382
$197K ﹤0.01%
12,039
-970
1383
$196K ﹤0.01%
3,880
-58
1384
$196K ﹤0.01%
+17,470
1385
$195K ﹤0.01%
+10,021
1386
$194K ﹤0.01%
11,544
1387
$191K ﹤0.01%
15,343
+1,464
1388
$190K ﹤0.01%
1,245
-16
1389
$189K ﹤0.01%
+12,476
1390
$185K ﹤0.01%
8,503
+3,593
1391
$185K ﹤0.01%
14,587
+500
1392
$184K ﹤0.01%
12,799
+58
1393
$183K ﹤0.01%
22,256
-935
1394
$181K ﹤0.01%
22,007
-39,737
1395
$179K ﹤0.01%
8,562
+1,840
1396
$178K ﹤0.01%
33,508
-246,882
1397
$177K ﹤0.01%
10,920
+38
1398
$177K ﹤0.01%
+14,727
1399
$177K ﹤0.01%
10,023
-423
1400
$176K ﹤0.01%
10,449
+9
54 55
56
57 58