Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$226M 4.78%
1,175,182
+156,278
2
$154M 3.27%
3,470,831
+491,839
3
$101M 2.15%
481,186
-10,742
4
$79.8M 1.69%
946,753
+75,817
5
$78.5M 1.66%
1,408,881
+226,843
6
$73.3M 1.55%
904,262
+172,724
7
$66.9M 1.42%
1,897,840
+6,255
8
$59.5M 1.26%
1,700,106
-550
9
$56.7M 1.2%
605,049
-16,553
10
$54.9M 1.16%
1,188,725
-2,888
11
$48.4M 1.02%
566,068
+58,276
12
$47.5M 1.01%
443,778
+28,644
13
$45.6M 0.97%
1,289,785
+10,977
14
$44.4M 0.94%
294,458
+13,063
15
$42.6M 0.9%
203,448
-75,805
16
$40.7M 0.86%
1,247,980
+66,299
17
$39.5M 0.84%
343,474
+43,104
18
$38.5M 0.81%
348,240
+21,259
19
$37.4M 0.79%
424,964
+65,025
20
$35.4M 0.75%
291,845
+14,552
21
$34.6M 0.73%
693,864
+24,107
22
$32.5M 0.69%
603,899
+106,330
23
$31.3M 0.66%
694,899
+32,440
24
$31.1M 0.66%
367,185
+36,566
25
$30.6M 0.65%
368,167
+45,780
1
2 3 4 5