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 4.32%
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
151
$5.86M 0.12%
198,248
+117,406
152
$5.86M 0.12%
63,056
-127,044
153
$5.84M 0.12%
237,772
+12,514
154
$5.77M 0.12%
62,063
-36,308
155
$5.76M 0.12%
134,388
-34,890
156
$5.75M 0.12%
72,442
+14,532
157
$5.67M 0.12%
70,459
+3,268
158
$5.65M 0.12%
71,707
+2,569
159
$5.63M 0.12%
67,611
+18,785
160
$5.55M 0.12%
116,498
+18,634
161
$5.54M 0.12%
593,329
-83,606
162
$5.52M 0.12%
188,717
+8,963
163
$5.49M 0.12%
63,277
+16,097
164
$5.34M 0.11%
232,349
-8,000
165
$5.3M 0.11%
97,439
+31,621
166
$5.28M 0.11%
51,520
+32,813
167
$5.28M 0.11%
208,806
-33,970
168
$5.25M 0.11%
114,234
+102,834
169
$5.21M 0.11%
384,494
+27,686
170
$5.19M 0.11%
320,505
+53,115
171
$5.18M 0.11%
136,788
-5,230
172
$5.14M 0.11%
154,773
-5,440
173
$5.03M 0.11%
177,190
-2,440
174
$4.99M 0.11%
152,946
+34,162
175
$4.99M 0.11%
130,319
+37,876
5 6
7
8 9