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
876
$456K 0.01%
28,418
+1,151
877
$453K 0.01%
18,532
+4
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$453K 0.01%
14,976
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+18,261
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$452K 0.01%
19,602
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881
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17,765
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882
$447K 0.01%
25,568
-9,698
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$445K 0.01%
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884
$443K 0.01%
38,046
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885
$443K 0.01%
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886
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25,037
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887
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2,554
-80
888
$440K 0.01%
14,298
-298
889
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19,406
-1,477
890
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893
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4,140
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894
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14,226
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895
$433K 0.01%
8,091
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896
$433K 0.01%
+17,778
897
$433K 0.01%
58,005
+10,200
898
$432K 0.01%
9,566
+1,509
899
$432K 0.01%
6,259
+753
900
$431K 0.01%
17,460
34 35
36
37 38