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 4.33%
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
1676
– –
-2,286
1677
– –
-12,192
1678
– –
-7,153
1679
– –
-10,015
1680
– –
-36,345
1681
– –
-29,423
1682
– –
-16,467
1683
– –
-13,035
1684
– –
-9,863
1685
– –
-52,988
1686
– –
-12,051
1687
– –
-6,187
1688
– –
-3,619
1689
– –
-211,208
1690
– –
-10,307
1691
– –
-12,384
1692
– –
-10,867
1693
– –
-424
1694
– –
-13,382
1695
– –
-10,247
1696
– –
-6,221
1697
– –
-6,208
1698
– –
-4,129
1699
– –
-8,982
1700
– –
-10,527
66 67
68
69 70