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
651
$702K 0.02%
93,534
+30,307
652
$699K 0.02%
14,152
+1,878
653
$697K 0.02%
11,453
+311
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16,350
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655
$693K 0.02%
69,013
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656
$690K 0.02%
14,456
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657
$690K 0.02%
8,535
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658
$689K 0.02%
9,386
-310
659
$689K 0.02%
31,515
+1,643
660
$687K 0.02%
19,015
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661
$686K 0.02%
+6,220
662
$686K 0.02%
5,667
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663
$685K 0.02%
3,558
-298
664
$682K 0.02%
10,965
-382
665
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667
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668
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15,728
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669
$671K 0.02%
15,605
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670
$669K 0.02%
31,988
671
$667K 0.02%
47,061
-1,258
672
$664K 0.02%
46,530
+1,271
673
$664K 0.02%
12,934
-9,918
674
$662K 0.02%
89,044
+10,850
675
$659K 0.02%
10,016
+791
25 26
27
28 29