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
701
$621K 0.02%
16,768
+288
702
$621K 0.02%
+20,171
703
$619K 0.02%
12,100
+8,250
704
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13,114
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3,709
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706
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30,620
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707
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25,389
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708
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30,963
-2,855
709
$606K 0.02%
17,611
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710
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54,980
+2,575
711
$604K 0.02%
60,266
-18,371
712
$604K 0.02%
14,288
+812
713
$603K 0.02%
23,928
-140
714
$603K 0.02%
31,291
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715
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38,295
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716
$602K 0.02%
13,150
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717
$601K 0.02%
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718
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719
$597K 0.02%
10,764
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720
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5,374
-1,997
721
$595K 0.02%
29,662
-200
722
$595K 0.02%
15,634
+3,073
723
$593K 0.02%
512
-26
724
$593K 0.02%
21,229
-5,904
725
$592K 0.02%
12,752
+2,718
27 28
29
30 31