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
1051
$326K 0.01%
+38,350
1052
$326K 0.01%
+7,752
1053
$324K 0.01%
22,773
-15,684
1054
$323K 0.01%
42,919
-1,398
1055
$321K 0.01%
6,870
-7
1056
$320K 0.01%
25,168
+315
1057
$319K 0.01%
6,297
+1,550
1058
$319K 0.01%
40,434
-244
1059
$318K 0.01%
15,626
-620
1060
$318K 0.01%
+7,240
1061
$318K 0.01%
1,764
+81
1062
$317K 0.01%
23,800
+5,621
1063
$317K 0.01%
3,572
+89
1064
$315K 0.01%
3,650
+504
1065
$315K 0.01%
23,214
+9,325
1066
$314K 0.01%
15,691
1067
$314K 0.01%
9,440
-1,492
1068
$313K 0.01%
+15,065
1069
$313K 0.01%
10,241
-200
1070
$313K 0.01%
18,348
-7,207
1071
$312K 0.01%
1,000
1072
$311K 0.01%
5,690
+1,060
1073
$311K 0.01%
6,645
+1,536
1074
$311K 0.01%
19,714
-6,025
1075
$311K 0.01%
5,705
-72
41 42
43
44 45