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
576
$851K 0.03%
6,462
+352
577
$847K 0.03%
+1,697
578
$845K 0.02%
17,030
+673
579
$844K 0.02%
16,694
+3,496
580
$844K 0.02%
31,664
+180
581
$843K 0.02%
9,988
+142
582
$839K 0.02%
30,480
+7,686
583
$836K 0.02%
11,159
+87
584
$836K 0.02%
19,750
+1,524
585
$828K 0.02%
25,546
+2,152
586
$828K 0.02%
+9,803
587
$821K 0.02%
4,475
+583
588
$820K 0.02%
17,218
+538
589
$819K 0.02%
18,679
+6,761
590
$807K 0.02%
8,428
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591
$805K 0.02%
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592
$803K 0.02%
20,733
+1,339
593
$801K 0.02%
8,537
-14,372
594
$799K 0.02%
22,364
+28
595
$799K 0.02%
30,462
+1,240
596
$799K 0.02%
8,187
-532
597
$798K 0.02%
15,976
+528
598
$796K 0.02%
+36,757
599
$794K 0.02%
64,510
+14,680
600
$790K 0.02%
10,074
+189
22 23
24
25 26