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
676
$654K 0.02%
18,179
+6,138
677
$654K 0.02%
20,531
+3,537
678
$654K 0.02%
6,695
+226
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$651K 0.02%
11,650
+2,660
680
$651K 0.02%
3,539
+963
681
$646K 0.02%
11,548
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682
$645K 0.02%
8,022
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683
$645K 0.02%
7,457
-644
684
$644K 0.02%
12,597
-10,010
685
$643K 0.02%
7,882
+335
686
$642K 0.02%
54,150
-12,680
687
$642K 0.02%
+23,411
688
$641K 0.02%
46,448
+370
689
$641K 0.02%
10,762
+1,197
690
$639K 0.02%
47,950
+3,100
691
$638K 0.02%
23,216
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692
$638K 0.02%
25,862
693
$637K 0.02%
+15,966
694
$633K 0.02%
21,408
-4,735
695
$631K 0.02%
+17,786
696
$628K 0.02%
47,618
697
$628K 0.02%
21,236
-1,160
698
$626K 0.02%
14,338
-933
699
$626K 0.02%
24,917
+3,741
700
$623K 0.02%
8,308
+3,900
26 27
28
29 30