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
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-30,184
1627
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-25,037
1628
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-131,143
1629
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-20,856
1630
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-93,558
1631
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-10,082
1632
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-9,442
1633
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-34,052
1634
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-46,534
1635
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-11,608
1636
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-12,940
1637
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-79,507
1638
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-82,366
1639
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-23,648
1640
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-41,707
1641
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-569
1642
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-363,760
1643
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-38,926
1644
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-12,166
1645
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-4,365
1646
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-6,526
1647
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-13,447
1648
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-127,042
1649
– –
-13,543
1650
– –
-13,332
64 65
66
67 68