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
1251
$220K 0.01%
+4,231
1252
$219K 0.01%
3,783
-509
1253
$218K 0.01%
5,836
-825
1254
$218K 0.01%
+8,608
1255
$218K 0.01%
+617
1256
$218K 0.01%
10,125
1257
$217K 0.01%
+3,622
1258
$217K 0.01%
+14,743
1259
$217K 0.01%
+4,368
1260
$216K 0.01%
17,259
-8,873
1261
$216K 0.01%
+2,668
1262
$216K 0.01%
17,125
+2,035
1263
$214K 0.01%
20,000
1264
$214K 0.01%
11,229
-275
1265
$213K 0.01%
+5,545
1266
$213K 0.01%
6,105
1267
$213K 0.01%
+8,348
1268
$211K 0.01%
17,472
+178
1269
$211K 0.01%
+5,748
1270
$211K 0.01%
3,737
-161
1271
$211K 0.01%
7,063
+843
1272
$211K 0.01%
+6,395
1273
$210K 0.01%
4,494
-106
1274
$210K 0.01%
+7,764
1275
$210K 0.01%
6,999
+182
49 50
51
52 53