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
1426
$159K ﹤0.01%
12,076
+86
1427
$159K ﹤0.01%
18,236
1428
$158K ﹤0.01%
+15,500
1429
$157K ﹤0.01%
14,490
+1,319
1430
$157K ﹤0.01%
+10,039
1431
$157K ﹤0.01%
18,286
+5,000
1432
$155K ﹤0.01%
32,720
1433
$155K ﹤0.01%
19,082
-5,682
1434
$155K ﹤0.01%
24,473
+1,116
1435
$153K ﹤0.01%
12,329
1436
$152K ﹤0.01%
10,000
1437
$150K ﹤0.01%
18,567
+1,470
1438
$149K ﹤0.01%
20,283
-641
1439
$147K ﹤0.01%
+6,225
1440
$147K ﹤0.01%
26,725
-10,935
1441
$143K ﹤0.01%
+11,002
1442
$142K ﹤0.01%
27,251
+316
1443
$140K ﹤0.01%
21,352
-2,537
1444
$138K ﹤0.01%
18,338
1445
$137K ﹤0.01%
9
1446
$137K ﹤0.01%
11,200
-2,000
1447
$136K ﹤0.01%
271
-6
1448
$135K ﹤0.01%
37,594
-16,641
1449
$135K ﹤0.01%
14,321
-2,950
1450
$134K ﹤0.01%
5,962
+1,792
56 57
58
59 60