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
176
$4.97M 0.11%
123,883
-70,733
177
$4.9M 0.1%
186,012
-17,418
178
$4.9M 0.1%
59,596
+22,067
179
$4.9M 0.1%
119,618
+5,549
180
$4.84M 0.1%
132,181
+24,226
181
$4.84M 0.1%
202,461
-12,141
182
$4.83M 0.1%
66,354
+882
183
$4.77M 0.1%
102,012
-5,810
184
$4.76M 0.1%
171,691
+66,177
185
$4.71M 0.1%
91,250
+25,369
186
$4.71M 0.1%
184,102
+2,168
187
$4.69M 0.1%
46,794
+699
188
$4.69M 0.1%
86,530
+8,648
189
$4.67M 0.1%
124,891
-9,893
190
$4.66M 0.1%
63,676
+17,477
191
$4.63M 0.1%
493,360
+34,890
192
$4.63M 0.1%
84,172
+71,572
193
$4.59M 0.1%
52,131
+2,425
194
$4.59M 0.1%
237,493
+9,169
195
$4.56M 0.1%
32,965
+2,631
196
$4.53M 0.1%
241,901
-12,822
197
$4.46M 0.09%
97,906
+2,407
198
$4.39M 0.09%
101,168
-12,811
199
$4.38M 0.09%
12,781
+786
200
$4.38M 0.09%
204,582
-18,915
6 7
8
9 10