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
601
$790K 0.02%
4,856
+283
602
$789K 0.02%
15,304
+378
603
$789K 0.02%
23,477
+1,031
604
$786K 0.02%
52,146
+3,888
605
$784K 0.02%
13,082
+121
606
$784K 0.02%
14,924
+2,994
607
$780K 0.02%
16,842
-1,715
608
$779K 0.02%
+13,900
609
$778K 0.02%
65,732
-2,526
610
$776K 0.02%
8,973
-357
611
$774K 0.02%
6,471
+843
612
$774K 0.02%
33,862
-8,535
613
$772K 0.02%
20,199
+6,729
614
$772K 0.02%
+25,519
615
$771K 0.02%
117,558
616
$771K 0.02%
8,746
+6,025
617
$765K 0.02%
+39,864
618
$762K 0.02%
38,222
+1,162
619
$756K 0.02%
+12,696
620
$755K 0.02%
21,616
-65
621
$755K 0.02%
7,674
+3,138
622
$751K 0.02%
10,756
+844
623
$750K 0.02%
6,219
+18
624
$744K 0.02%
46,803
+2,004
625
$743K 0.02%
19,964
+2,980
23 24
25
26 27