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
1526
$28K ﹤0.01%
132
-30
1527
$26K ﹤0.01%
18,651
1528
$26K ﹤0.01%
3,419
+9
1529
$25K ﹤0.01%
+10,800
1530
– –
0
1531
$21K ﹤0.01%
20,130
-2,500
1532
$17K ﹤0.01%
10,250
1533
$17K ﹤0.01%
+3,455
1534
– –
0
1535
$16K ﹤0.01%
+10,000
1536
$15K ﹤0.01%
+769
1537
$13K ﹤0.01%
193
+63
1538
$13K ﹤0.01%
+21,600
1539
$12K ﹤0.01%
+2,700
1540
$12K ﹤0.01%
21,898
+1,270
1541
$11K ﹤0.01%
40
+20
1542
$9K ﹤0.01%
71
1543
$9K ﹤0.01%
+838
1544
$8K ﹤0.01%
+1,140
1545
$7K ﹤0.01%
12,622
-700
1546
$7K ﹤0.01%
18,824
+2,560
1547
– –
0
1548
$4K ﹤0.01%
1,083
1549
– –
-1,800
1550
– –
-13,736
60 61
62
63 64