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
1126
$281K 0.01%
6,166
-3,390
1127
$281K 0.01%
22,681
+1,612
1128
$281K 0.01%
5,943
-595
1129
$280K 0.01%
9,360
+1,089
1130
$279K 0.01%
3,703
+2
1131
$278K 0.01%
+5,258
1132
$277K 0.01%
19,874
-1,970
1133
$277K 0.01%
5,270
-814
1134
$277K 0.01%
9,361
+661
1135
$277K 0.01%
5,940
+444
1136
$276K 0.01%
7,392
+807
1137
$276K 0.01%
4,355
-147
1138
$276K 0.01%
6,518
1139
$275K 0.01%
15,384
1140
$275K 0.01%
9,319
+1,768
1141
$275K 0.01%
18,500
+6,000
1142
$274K 0.01%
12,137
-808
1143
$274K 0.01%
4,501
+740
1144
$274K 0.01%
2,830
-278
1145
$274K 0.01%
1,157
+18
1146
$272K 0.01%
15,650
-1,713
1147
$271K 0.01%
6,992
+682
1148
$271K 0.01%
+7,196
1149
$270K 0.01%
5,620
+809
1150
$270K 0.01%
+3,895
44 45
46
47 48