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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
1701
– –
-13,382
1702
– –
-10,247
1703
– –
-6,208
1704
– –
-4,129
1705
– –
-9,293
1706
– –
-6,964
1707
– –
-25,630
1708
– –
-10,638
1709
– –
-36,269
1710
– –
-63,501
1711
– –
-9,033
1712
– –
-75,877
1713
– –
-41,850
1714
– –
-40,744
1715
– –
-11,217
1716
– –
-10,255
1717
– –
-6,690
1718
– –
-16,751
1719
– –
-5,086
1720
– –
-7,890
1721
– –
-222
1722
– –
-8,018
1723
– –
-6,683
1724
– –
-136,526
1725
– –
-60,003
66 67 68
69
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