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
776
$553K 0.02%
9,329
+1,010
777
$552K 0.02%
18,621
+36
778
$552K 0.02%
2,006
+231
779
$552K 0.02%
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780
$549K 0.02%
79,931
-3,101
781
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21,325
+1,163
782
$547K 0.02%
10,351
-970
783
$547K 0.02%
41,734
+17,120
784
$547K 0.02%
11,679
-1,218
785
$546K 0.02%
46,390
-8,247
786
$545K 0.02%
7,370
-7,266
787
$545K 0.02%
3,795
+42
788
$545K 0.02%
25,048
+1,646
789
$544K 0.02%
4,174
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790
$540K 0.02%
+16,200
791
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55,533
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792
$539K 0.02%
39,722
-12,943
793
$537K 0.02%
38,007
+5,900
794
$537K 0.02%
7,931
-96
795
$532K 0.02%
9,659
+3,060
796
$531K 0.02%
+21,559
797
$531K 0.02%
3,202
+210
798
$529K 0.02%
+48,109
799
$529K 0.02%
+1,466
800
$529K 0.02%
4,813
+1,493
30 31
32
33 34