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
551
$940K 0.03%
18,961
-7,772
552
$932K 0.03%
53,015
+16,945
553
$932K 0.03%
25,524
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554
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-27
555
$930K 0.03%
23,810
-4,560
556
$930K 0.03%
94,308
+1,482
557
$928K 0.03%
16,048
+2,500
558
$922K 0.03%
8,305
+1,320
559
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41,603
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560
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27,769
-2,328
561
$899K 0.03%
12,502
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562
$897K 0.03%
43,783
+84
563
$895K 0.03%
23,142
+1,482
564
$892K 0.03%
22,484
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567
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17,792
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42,443
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569
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8,091
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570
$866K 0.03%
7,168
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571
$865K 0.03%
+50,798
572
$864K 0.03%
58,363
-992
573
$864K 0.03%
5,619
+1,002
574
$861K 0.03%
28,641
+3,336
575
$858K 0.03%
13,238
+2,905
21 22
23
24 25