Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
– –
-58,889
1602
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-7,867
1603
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-3,220
1604
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-11,147
1605
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-1,297
1606
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1607
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-45,870
1608
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-59,544
1609
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-2,910
1610
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-3,672
1611
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-18,418
1612
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-19,712
1613
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-24,166
1614
– –
-15,440
1615
– –
-11,809
1616
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-4,350
1617
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-211,208
1618
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-4,852
1619
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-16,992
1620
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-10,663
1621
– –
-55,860
1622
– –
-3,247,896
1623
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-121,682
1624
– –
-47,565
1625
– –
-5,382
63 64
65
66 67