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
926
$406K 0.01%
20,668
-4,962
927
$405K 0.01%
16,659
-45
928
$405K 0.01%
42,235
+3,500
929
$405K 0.01%
30,331
-576
930
$404K 0.01%
6,085
+147
931
$404K 0.01%
9,265
+959
932
$404K 0.01%
4,120
+834
933
$404K 0.01%
11,852
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934
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29,188
-1,648
935
$397K 0.01%
+14,534
936
$396K 0.01%
11,201
-273
937
$389K 0.01%
54,990
+3,515
938
$389K 0.01%
10,302
-344
939
$389K 0.01%
5,281
+30
940
$389K 0.01%
5,231
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941
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8,344
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942
$386K 0.01%
12,543
+3,171
943
$386K 0.01%
5,945
-2,170
944
$385K 0.01%
28,054
+4,341
945
$385K 0.01%
7,497
+387
946
$385K 0.01%
17,919
-403
947
$384K 0.01%
6,519
+35
948
$384K 0.01%
15,648
-790
949
$383K 0.01%
34,537
+338
950
$382K 0.01%
7,698
-606
36 37
38
39 40