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
726
$592K 0.02%
12,790
-2,081
727
$591K 0.02%
77,091
+3,714
728
$591K 0.02%
34,570
+4,737
729
$590K 0.02%
8,739
+101
730
$590K 0.02%
23,249
+3,037
731
$589K 0.02%
17,214
+2,138
732
$588K 0.02%
+6,526
733
$586K 0.02%
3,677
+115
734
$585K 0.02%
+34,155
735
$585K 0.02%
+24,011
736
$583K 0.02%
10,541
-128
737
$582K 0.02%
13,639
+31
738
$581K 0.02%
12,760
+3,008
739
$581K 0.02%
3,988
+1,546
740
$580K 0.02%
18,348
+1,298
741
$580K 0.02%
36,393
+1,050
742
$579K 0.02%
24,596
-1,268
743
$578K 0.02%
13,297
-24,610
744
$577K 0.02%
+8,642
745
$574K 0.02%
35,635
-1,293
746
$573K 0.02%
10,242
-1,549
747
$572K 0.02%
22,395
+1,638
748
$572K 0.02%
29,646
+3,421
749
$572K 0.02%
5,265
+894
750
$571K 0.02%
+11,695
28 29
30
31 32