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
751
$571K 0.02%
+11,894
752
$571K 0.02%
11,183
-1,037
753
$569K 0.02%
54,863
+467
754
$569K 0.02%
39,030
+1,207
755
$569K 0.02%
6,059
+545
756
$567K 0.02%
+10,467
757
$567K 0.02%
32,805
+865
758
$567K 0.02%
7,044
-306
759
$566K 0.02%
9,032
+4,691
760
$565K 0.02%
29,339
-2,235
761
$564K 0.02%
28,510
+76
762
$563K 0.02%
+6,013
763
$563K 0.02%
+15,433
764
$563K 0.02%
50,265
765
$563K 0.02%
15,863
-525
766
$563K 0.02%
26,575
+3,050
767
$562K 0.02%
+66,091
768
$562K 0.02%
22,958
+3,117
769
$562K 0.02%
9,268
+326
770
$561K 0.02%
7,178
-59
771
$559K 0.02%
+366
772
$558K 0.02%
14,969
-5,572
773
$555K 0.02%
18,771
-235
774
$554K 0.02%
66,160
-3,497
775
$553K 0.02%
10,120
+2,017
29 30
31
32 33