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
1201
$243K 0.01%
+5,569
1202
$243K 0.01%
+6,052
1203
$242K 0.01%
42,100
1204
$242K 0.01%
4,114
-605
1205
$241K 0.01%
+2,656
1206
$241K 0.01%
5,192
+1,113
1207
$240K 0.01%
+57,000
1208
$240K 0.01%
6,515
+402
1209
$239K 0.01%
+2,022
1210
$238K 0.01%
4,422
-5,488
1211
$238K 0.01%
16,226
+5,329
1212
$238K 0.01%
9,202
-16,892
1213
$236K 0.01%
3,540
+16
1214
$236K 0.01%
+559
1215
$235K 0.01%
17,000
+10
1216
$235K 0.01%
171,319
-4,000
1217
$234K 0.01%
9,362
-3,392
1218
$234K 0.01%
6,977
+309
1219
$233K 0.01%
16,704
-1,665
1220
$232K 0.01%
+2,886
1221
$232K 0.01%
5,505
+362
1222
$231K 0.01%
6,318
+280
1223
$231K 0.01%
+9,783
1224
$231K 0.01%
5,610
-2,810
1225
$230K 0.01%
+13,482
47 48
49
50 51