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
1101
$297K 0.01%
87,157
-750
1102
$297K 0.01%
19,190
-4,000
1103
$296K 0.01%
5,918
-11,870
1104
$295K 0.01%
+2,674
1105
$293K 0.01%
20,546
+1,600
1106
$293K 0.01%
+5,388
1107
$292K 0.01%
4,955
+1,274
1108
$291K 0.01%
33,363
+7,313
1109
$291K 0.01%
35,719
1110
$291K 0.01%
6,499
+1,259
1111
$291K 0.01%
13,210
+1,810
1112
$290K 0.01%
+24,598
1113
$289K 0.01%
+3,307
1114
$288K 0.01%
10,409
+3,255
1115
$288K 0.01%
10,648
+2,178
1116
$288K 0.01%
14,417
+60
1117
$288K 0.01%
+22,636
1118
$286K 0.01%
44,450
-840
1119
$284K 0.01%
+7,285
1120
$284K 0.01%
+3,623
1121
$283K 0.01%
+12,039
1122
$283K 0.01%
22,804
+8,816
1123
$282K 0.01%
6,473
+45
1124
$282K 0.01%
22,495
+8,000
1125
$281K 0.01%
20,743
+2,491
43 44
45
46 47