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
1001
$353K 0.01%
+10,920
1002
$353K 0.01%
24,871
+5,546
1003
$353K 0.01%
9,520
-885
1004
$353K 0.01%
24,851
+501
1005
$353K 0.01%
6,460
+73
1006
$352K 0.01%
14,922
+28
1007
$352K 0.01%
13,185
+135
1008
$352K 0.01%
+6,191
1009
$352K 0.01%
22,123
+23
1010
$350K 0.01%
20,663
+1,674
1011
$350K 0.01%
+13,612
1012
$349K 0.01%
53,565
-24,430
1013
$349K 0.01%
20,790
-1,258
1014
$349K 0.01%
11,716
-2,234
1015
$348K 0.01%
6,855
+637
1016
$347K 0.01%
+12,796
1017
$345K 0.01%
28,107
-38,950
1018
$344K 0.01%
31,552
+8,772
1019
$344K 0.01%
28,438
+1,363
1020
$343K 0.01%
41,795
-1,003
1021
$343K 0.01%
29,342
-3,921
1022
$342K 0.01%
2,608
-1,211
1023
$342K 0.01%
4,431
+257
1024
$342K 0.01%
1,287
+550
1025
$342K 0.01%
2,130
-420
39 40
41
42 43