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
1501
$76K ﹤0.01%
14,237
-600
1502
$71K ﹤0.01%
1
1503
$65K ﹤0.01%
15,079
1504
$65K ﹤0.01%
10,919
+123
1505
$63K ﹤0.01%
26,016
+106
1506
$63K ﹤0.01%
10,574
+266
1507
$63K ﹤0.01%
13
1508
$61K ﹤0.01%
3,181
+5
1509
$61K ﹤0.01%
1,136
+71
1510
$60K ﹤0.01%
945
1511
$60K ﹤0.01%
11,600
+1,600
1512
$58K ﹤0.01%
21,555
+850
1513
$54K ﹤0.01%
1,000
+440
1514
$52K ﹤0.01%
12,600
+1,900
1515
$51K ﹤0.01%
30,150
1516
$51K ﹤0.01%
20,453
1517
$47K ﹤0.01%
13,097
-2,988
1518
$45K ﹤0.01%
10,000
1519
$37K ﹤0.01%
1
1520
$37K ﹤0.01%
34,700
+3,500
1521
$35K ﹤0.01%
19,209
-5,400
1522
$33K ﹤0.01%
10,122
+2,400
1523
$31K ﹤0.01%
1,350
-267
1524
$30K ﹤0.01%
+48
1525
$29K ﹤0.01%
42,250
-1,200
59 60
61
62 63