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
126
$7.39M 0.16%
59,652
-2,829
127
$7.21M 0.15%
113,361
+23,367
128
$7.21M 0.15%
282,806
+24,638
129
$7.15M 0.15%
66,353
+12,475
130
$7.08M 0.15%
50,125
-1,120
131
$7.07M 0.15%
45,003
+3,577
132
$6.89M 0.15%
163,812
+9,552
133
$6.84M 0.14%
60,047
+19,171
134
$6.77M 0.14%
75,985
+6,517
135
$6.69M 0.14%
438,816
+132,002
136
$6.63M 0.14%
128,982
+39,768
137
$6.53M 0.14%
166,850
+17,276
138
$6.46M 0.14%
166,849
-7,943
139
$6.28M 0.13%
25,305
+2,276
140
$6.28M 0.13%
216,038
-6,275
141
$6.18M 0.13%
95,780
+13,673
142
$6.17M 0.13%
141,396
+4,066
143
$6.16M 0.13%
69,662
+9,351
144
$6.09M 0.13%
243,886
-103,197
145
$6.06M 0.13%
54,671
+3,048
146
$5.95M 0.13%
62,158
-239
147
$5.91M 0.13%
59,428
+4,649
148
$5.91M 0.13%
75,804
-67
149
$5.9M 0.13%
77,460
+15,386
150
$5.86M 0.12%
131,046
-765
4 5
6
7 8