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
1076
$310K 0.01%
3,470
+801
1077
$310K 0.01%
34,593
+685
1078
$310K 0.01%
21,906
+774
1079
$309K 0.01%
25,735
1080
$308K 0.01%
1,875
-74
1081
$307K 0.01%
4,507
+1,111
1082
$307K 0.01%
7,054
+69
1083
$306K 0.01%
23,450
+1,676
1084
$306K 0.01%
10,800
+3,884
1085
$306K 0.01%
6,574
+1,670
1086
$305K 0.01%
1,941
+312
1087
$305K 0.01%
+17,160
1088
$305K 0.01%
5,918
-2,342
1089
$303K 0.01%
4,792
+206
1090
$303K 0.01%
+7,051
1091
$302K 0.01%
5,778
+223
1092
$302K 0.01%
2,241
-9
1093
$302K 0.01%
44,793
-33,205
1094
$301K 0.01%
11,083
+191
1095
$300K 0.01%
+5,420
1096
$299K 0.01%
+11,350
1097
$299K 0.01%
22,572
1098
$298K 0.01%
6,105
+1,203
1099
$298K 0.01%
+10,187
1100
$298K 0.01%
5,294
-703
42 43
44
45 46