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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
1651
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-6,570
1652
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1653
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-3,098
1654
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-52,481
1655
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1656
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1657
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-8,340
1658
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-58,889
1659
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-121,682
1660
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-47,565
1661
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-5,382
1662
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-25,037
1663
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-131,143
1664
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-20,856
1665
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-93,558
1666
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-10,082
1667
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1669
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1670
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1671
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1672
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1673
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1674
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-232
1675
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-8,953
65 66
67
68 69