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
$3.39B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,543
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$45.9M
3
+$34.6M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$20.8M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$17.2M

Top Sells

1
+$19.8M
2
+$13.7M
3
+$13.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.19M

Sector Composition

1 Energy 5.38%
2 Financials 4.94%
3 Technology 4.69%
4 Healthcare 4.32%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$995K 0.03%
+4,122
527
$992K 0.03%
3,000
+42
528
$992K 0.03%
11,314
+4,042
529
$988K 0.03%
64,063
-1,580
530
$986K 0.03%
6,583
+583
531
$984K 0.03%
21,970
+10,714
532
$979K 0.03%
26,053
+15,715
533
$978K 0.03%
13,685
+547
534
$975K 0.03%
19,096
+317
535
$975K 0.03%
43,721
+2,046
536
$970K 0.03%
33,010
+3,093
537
$968K 0.03%
+14,084
538
$967K 0.03%
44,030
-1,245
539
$966K 0.03%
33,576
-7,160
540
$966K 0.03%
29,709
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541
$960K 0.03%
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542
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13,506
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543
$954K 0.03%
19,522
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544
$954K 0.03%
24,546
+392
545
$953K 0.03%
27,569
-2,060
546
$948K 0.03%
9,580
+386
547
$948K 0.03%
22,020
+3,172
548
$940K 0.03%
16,106
549
$940K 0.03%
63,374
+19,505
550
$940K 0.03%
20,799
-184
20 21
22
23 24