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
201
$4.37M 0.09%
68,060
-3,234
202
$4.35M 0.09%
523,992
+102,018
203
$4.34M 0.09%
176,032
+27,074
204
$4.32M 0.09%
552,796
+59,660
205
$4.3M 0.09%
78,039
+3,051
206
$4.3M 0.09%
35,850
+7,105
207
$4.21M 0.09%
141,300
+16,464
208
$4.21M 0.09%
76,345
+8,717
209
$4.21M 0.09%
18,221
+3,374
210
$4.16M 0.09%
161,220
+20,725
211
$4.15M 0.09%
96,628
+82,164
212
$4.15M 0.09%
62,579
+6,180
213
$4.13M 0.09%
70,046
+1,761
214
$4.12M 0.09%
360,458
-50,648
215
$4.11M 0.09%
126,204
+20,728
216
$4.11M 0.09%
34,690
-23,409
217
$4.11M 0.09%
29,958
+1,010
218
$4.09M 0.09%
68,750
+9,964
219
$4.08M 0.09%
46,784
+865
220
$4.08M 0.09%
62,932
+2,705
221
$4.08M 0.09%
110,827
+7,421
222
$4.07M 0.09%
37,935
+4,632
223
$4.06M 0.09%
51,242
-4,579
224
$4.02M 0.09%
56,221
+7,459
225
$4.02M 0.09%
105,500
-751
7 8
9
10 11