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
1176
$258K 0.01%
+3,608
1177
$258K 0.01%
11,768
-2,493
1178
$257K 0.01%
+30,079
1179
$257K 0.01%
4,032
-98
1180
$256K 0.01%
19,448
+3,191
1181
$256K 0.01%
+1,812
1182
$255K 0.01%
19,795
1183
$254K 0.01%
8,800
+6
1184
$253K 0.01%
3,604
+16
1185
$252K 0.01%
8,211
+1,356
1186
$251K 0.01%
6,370
+348
1187
$250K 0.01%
+13,093
1188
$250K 0.01%
14,607
+100
1189
$249K 0.01%
3,215
-2,247
1190
$249K 0.01%
+11,535
1191
$248K 0.01%
5,501
-1,997
1192
$248K 0.01%
18,587
+1,348
1193
$248K 0.01%
+4,383
1194
$247K 0.01%
+5,576
1195
$247K 0.01%
+4,955
1196
$247K 0.01%
28,664
+1,688
1197
$246K 0.01%
20,867
+3,138
1198
$246K 0.01%
14,352
+2,053
1199
$246K 0.01%
+12,868
1200
$245K 0.01%
7,700
-30
46 47
48
49 50