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
801
$529K 0.02%
31,238
+2,676
802
$529K 0.02%
+38,410
803
$529K 0.02%
64,938
+2,378
804
$529K 0.02%
13,557
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$523K 0.02%
4,306
+948
806
$522K 0.02%
56,273
+6,872
807
$522K 0.02%
40,718
808
$521K 0.02%
4,328
-11
809
$519K 0.02%
14,564
+1,704
810
$519K 0.02%
45,579
-377
811
$517K 0.02%
3,711
-98
812
$516K 0.02%
6,809
+2,674
813
$515K 0.02%
41,351
+4,939
814
$515K 0.02%
6,437
+322
815
$515K 0.02%
7,713
+1,117
816
$512K 0.02%
16,525
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817
$511K 0.02%
+32,328
818
$510K 0.02%
7,181
+1,745
819
$510K 0.02%
19,751
-1,405
820
$507K 0.01%
11,867
-30
821
$506K 0.01%
12,928
-2,643
822
$504K 0.01%
14,141
+212
823
$503K 0.01%
9,594
+3,208
824
$503K 0.01%
9,498
+474
825
$502K 0.01%
47,644
-11,981
31 32
33
34 35