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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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
+$29.7M
2
+$24.6M
3
+$22.2M
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
+$13.9M

Top Sells

1
+$88.5M
2
+$32.9M
3
+$15.7M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$13.9M
5
OEF icon
iShares S&P 100 ETF
OEF
+$11.7M

Sector Composition

1 Consumer Staples 4.52%
2 Industrials 4.33%
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
1551
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-1,800
1552
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-13,736
1553
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-32,728
1554
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-11,334
1555
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-57,826
1556
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-15,499
1557
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-28,482
1558
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-14,344
1559
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-23,641
1560
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-7,075
1561
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-9,436
1562
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-6,689
1563
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-11,875
1564
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-11,431
1565
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-14,847
1566
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-24,879
1567
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-228,272
1568
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-28,921
1569
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-2,936
1570
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1571
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-107,804
1572
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1573
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-4,085
1574
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-15,422
1575
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-42,858
61 62
63
64 65