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
1401
$176K ﹤0.01%
12,597
+385
1402
$175K ﹤0.01%
19,241
+6,718
1403
$175K ﹤0.01%
+10,039
1404
$174K ﹤0.01%
16,684
+159
1405
$174K ﹤0.01%
24,650
+1,900
1406
$172K ﹤0.01%
+11,666
1407
$171K ﹤0.01%
18,740
1408
$171K ﹤0.01%
+11,049
1409
$171K ﹤0.01%
+10,357
1410
$171K ﹤0.01%
11,400
+350
1411
$170K ﹤0.01%
45,292
-13,021
1412
$170K ﹤0.01%
11,037
-550
1413
$167K ﹤0.01%
36,039
+157
1414
$167K ﹤0.01%
12,473
-27
1415
$165K ﹤0.01%
17,705
-631
1416
$164K ﹤0.01%
+14,907
1417
$164K ﹤0.01%
27,275
1418
$162K ﹤0.01%
13,538
-302
1419
$161K ﹤0.01%
11,515
+79
1420
$161K ﹤0.01%
10,429
+22
1421
$160K ﹤0.01%
+20,800
1422
$160K ﹤0.01%
12,685
-16,970
1423
$160K ﹤0.01%
+12,348
1424
$159K ﹤0.01%
11,215
+383
1425
$159K ﹤0.01%
17,881
-405
55 56
57
58 59