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
976
$367K 0.01%
17,195
+4,240
977
$365K 0.01%
14,031
+2,236
978
$365K 0.01%
6,885
-95
979
$365K 0.01%
6,696
-15
980
$364K 0.01%
5,211
+1,595
981
$363K 0.01%
+8,665
982
$362K 0.01%
17,024
+4,755
983
$362K 0.01%
42,392
+1,843
984
$361K 0.01%
16,933
+2,074
985
$361K 0.01%
5,614
+208
986
$360K 0.01%
316
-3
987
$360K 0.01%
15,376
+404
988
$360K 0.01%
528
+132
989
$359K 0.01%
6,795
+596
990
$359K 0.01%
16,028
-823
991
$359K 0.01%
30,574
+6
992
$357K 0.01%
+3,900
993
$357K 0.01%
7,536
-300
994
$356K 0.01%
7,908
+639
995
$356K 0.01%
6,956
+226
996
$355K 0.01%
38,623
-677
997
$354K 0.01%
26,203
+4,686
998
$354K 0.01%
19,332
999
$354K 0.01%
+2,359
1000
$353K 0.01%
12,234
+1,046
38 39
40
41 42