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
1626
– –
-93,558
1627
– –
-10,082
1628
– –
-46,534
1629
– –
-11,608
1630
– –
-24,166
1631
– –
-15,440
1632
– –
-12,940
1633
– –
-79,507
1634
– –
-82,366
1635
– –
-23,648
1636
– –
-41,707
1637
– –
-569
1638
– –
-363,760
1639
– –
-38,926
1640
– –
-12,166
1641
– –
-4,365
1642
– –
-6,526
1643
– –
-13,447
1644
– –
-127,042
1645
– –
-13,543
1646
– –
-13,332
1647
– –
-9,442
1648
– –
-34,052
1649
– –
-37,348
1650
– –
-817
64 65
66
67 68