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
826
$501K 0.01%
+16,469
827
$500K 0.01%
17,862
-2,413
828
$494K 0.01%
8,048
+607
829
$494K 0.01%
16,090
-41,588
830
$492K 0.01%
23,997
-571
831
$492K 0.01%
7,194
+619
832
$492K 0.01%
34,507
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833
$491K 0.01%
59,316
+15,716
834
$491K 0.01%
14,415
-2,750
835
$491K 0.01%
14,071
-343
836
$490K 0.01%
7,076
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837
$488K 0.01%
11,667
+3,762
838
$488K 0.01%
6,280
+1,085
839
$488K 0.01%
44,307
-10,276
840
$488K 0.01%
11,910
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841
$488K 0.01%
25,713
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842
$488K 0.01%
+23,141
843
$487K 0.01%
4,395
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844
$486K 0.01%
31,842
-288
845
$486K 0.01%
9,226
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846
$484K 0.01%
5,395
+1,455
847
$483K 0.01%
10,892
-2,417
848
$483K 0.01%
9,946
+2
849
$480K 0.01%
30,740
-5,083
850
$480K 0.01%
+11,587
32 33
34
35 36