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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
1601
– –
-23,648
1602
– –
-38,926
1603
– –
-12,166
1604
– –
-4,365
1605
– –
-6,526
1606
– –
-13,447
1607
– –
-127,042
1608
– –
-13,543
1609
– –
-13,332
1610
– –
-9,442
1611
– –
-15,563
1612
– –
-12,932
1613
– –
-24,505
1614
– –
-16,065
1615
– –
-55,860
1616
– –
-3,247,896
1617
– –
-30,184
1618
– –
-46,534
1619
– –
-41,707
1620
– –
-569
1621
– –
-363,760
1622
– –
-10,663
1623
– –
-37,348
1624
– –
-817
1625
– –
-7,447
63 64
65
66 67