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
1476
$107K ﹤0.01%
+11,820
1477
$106K ﹤0.01%
17,433
+2,768
1478
$106K ﹤0.01%
17,970
+162
1479
$106K ﹤0.01%
19,011
+4,295
1480
$101K ﹤0.01%
+10,462
1481
$99K ﹤0.01%
10,401
-7,631
1482
$97K ﹤0.01%
10,960
-4,853
1483
$94K ﹤0.01%
67,364
+900
1484
$91K ﹤0.01%
14,591
+1,221
1485
$91K ﹤0.01%
18,647
+2,794
1486
$90K ﹤0.01%
+277
1487
$89K ﹤0.01%
19,010
1488
$88K ﹤0.01%
3,025
-187
1489
$88K ﹤0.01%
15,510
+415
1490
$88K ﹤0.01%
20,980
+7,818
1491
$87K ﹤0.01%
12,370
+675
1492
$86K ﹤0.01%
16,872
-9,378
1493
$86K ﹤0.01%
3,679
+315
1494
$85K ﹤0.01%
2,174
+1
1495
$85K ﹤0.01%
17,500
1496
$83K ﹤0.01%
22,800
-4,300
1497
$82K ﹤0.01%
1,375
-1,200
1498
$82K ﹤0.01%
+17,695
1499
$80K ﹤0.01%
2,484
-1,640
1500
$78K ﹤0.01%
13,527
+3,320
58 59
60
61 62