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
1601
– –
-4,210
1602
– –
-12,396
1603
– –
-88,287
1604
– –
-16,109
1605
– –
-4,852
1606
– –
-12,762
1607
– –
-807
1608
– –
-25,028
1609
– –
-22,528
1610
– –
-51,280
1611
– –
-16,065
1612
– –
-8,340
1613
– –
-58,889
1614
– –
-7,867
1615
– –
-10,255
1616
– –
-55,860
1617
– –
-3,247,896
1618
– –
-47,565
1619
– –
-5,382
1620
– –
-30,184
1621
– –
-25,037
1622
– –
-131,143
1623
– –
-20,856
1624
– –
-93,558
1625
– –
-10,082
63 64
65
66 67