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
1451
$134K ﹤0.01%
3,454
-911
1452
$133K ﹤0.01%
13,805
+3,321
1453
$131K ﹤0.01%
159
-2
1454
$129K ﹤0.01%
10,000
1455
$129K ﹤0.01%
23,669
+13,593
1456
$127K ﹤0.01%
20,350
+1,300
1457
$126K ﹤0.01%
89,382
-2,073
1458
$124K ﹤0.01%
12,260
+817
1459
$123K ﹤0.01%
15,300
+3,450
1460
$121K ﹤0.01%
10,960
+63
1461
$120K ﹤0.01%
+1,131
1462
$120K ﹤0.01%
11,900
1463
$120K ﹤0.01%
18,100
+5,000
1464
$119K ﹤0.01%
12,929
-3,716
1465
$115K ﹤0.01%
34,700
1466
$115K ﹤0.01%
25,415
+3,612
1467
$112K ﹤0.01%
12,167
-444
1468
$111K ﹤0.01%
19,224
-698
1469
$111K ﹤0.01%
2,210
-192
1470
$111K ﹤0.01%
16,000
+5,000
1471
$111K ﹤0.01%
35,311
-38,788
1472
$110K ﹤0.01%
31,744
+400
1473
$110K ﹤0.01%
+10,253
1474
$109K ﹤0.01%
15,220
-225
1475
$108K ﹤0.01%
+10,091
57 58
59
60 61