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
951
$382K 0.01%
+20,429
952
$381K 0.01%
12,364
-14,241
953
$381K 0.01%
18,335
+1,460
954
$379K 0.01%
11,449
-333
955
$379K 0.01%
16,157
956
$377K 0.01%
11,529
+162
957
$377K 0.01%
5,675
+373
958
$375K 0.01%
5,999
+2,186
959
$375K 0.01%
+2,879
960
$374K 0.01%
7,816
+1,096
961
$374K 0.01%
7,623
-2,885
962
$373K 0.01%
28,398
-4,086
963
$373K 0.01%
5,461
+714
964
$373K 0.01%
3,265
+26
965
$372K 0.01%
26,650
-3,235
966
$372K 0.01%
10,264
+3,502
967
$372K 0.01%
13,885
+3,639
968
$371K 0.01%
4,234
+146
969
$371K 0.01%
5,640
-55
970
$369K 0.01%
3,486
+76
971
$369K 0.01%
4,792
+1,461
972
$369K 0.01%
13,837
-61,929
973
$369K 0.01%
59,640
-24,399
974
$368K 0.01%
17,646
+1,015
975
$368K 0.01%
37,169
-586
37 38
39
40 41