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
626
$742K 0.02%
15,736
-183
627
$742K 0.02%
7,315
-1,063
628
$741K 0.02%
51,499
-1,173
629
$741K 0.02%
10,762
+1,262
630
$737K 0.02%
8,519
-29
631
$736K 0.02%
54,093
+4,012
632
$734K 0.02%
11,312
+2,523
633
$733K 0.02%
35,550
-1,225
634
$731K 0.02%
6,009
+814
635
$728K 0.02%
22,432
+84
636
$726K 0.02%
2,713
+174
637
$726K 0.02%
31,357
+721
638
$725K 0.02%
30,665
+392
639
$724K 0.02%
10,980
+223
640
$722K 0.02%
14,498
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641
$721K 0.02%
15,553
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642
$718K 0.02%
5,821
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643
$718K 0.02%
38,800
+6,294
644
$717K 0.02%
23,395
+3,872
645
$712K 0.02%
9,263
+848
646
$711K 0.02%
10,983
+815
647
$710K 0.02%
21,962
-102
648
$708K 0.02%
29,861
-550
649
$706K 0.02%
14,633
+674
650
$703K 0.02%
20,196
+12,148
24 25
26
27 28