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
901
$431K 0.01%
8,651
+1,634
902
$431K 0.01%
8,837
+3,958
903
$431K 0.01%
8,055
+1,860
904
$430K 0.01%
10,385
+2,022
905
$430K 0.01%
9,451
+1,421
906
$428K 0.01%
17,804
+2,127
907
$426K 0.01%
1,548
+247
908
$425K 0.01%
45,918
+14,028
909
$425K 0.01%
9,575
-716
910
$424K 0.01%
9,735
+163
911
$423K 0.01%
17,252
+4,157
912
$421K 0.01%
11,546
+5,639
913
$420K 0.01%
5,798
+209
914
$417K 0.01%
+16,926
915
$416K 0.01%
16,123
+1,845
916
$416K 0.01%
3,502
+198
917
$414K 0.01%
8,457
-30
918
$414K 0.01%
67,416
+28,760
919
$414K 0.01%
5,383
+1,007
920
$412K 0.01%
32,298
+11,059
921
$412K 0.01%
+23,223
922
$410K 0.01%
29,133
+10,010
923
$410K 0.01%
24,912
+641
924
$407K 0.01%
+20,136
925
$406K 0.01%
2,775
+518
35 36
37
38 39