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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
1626
– –
-13,441
1627
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-14,356
1628
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-246,941
1629
– –
-27
1630
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-16,425
1631
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-15,951
1632
– –
-4,350
1633
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-29,423
1634
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-12,051
1635
– –
-6,187
1636
– –
-211,208
1637
– –
-12,384
1638
– –
-10,867
1639
– –
-6,221
1640
– –
-8,982
1641
– –
-10,527
1642
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-11,456
1643
– –
-58,810
1644
– –
-37,739
1645
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-9,168
1646
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-11,598
1647
– –
-25,028
1648
– –
-8,812
1649
– –
-9,235
1650
– –
-25,373
64 65
66
67 68