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
1376
$127K ﹤0.01%
25,339
+6,619
1377
$125K ﹤0.01%
11,575
+1,350
1378
$124K ﹤0.01%
12,395
-2,747
1379
$123K ﹤0.01%
+16,053
1380
$119K ﹤0.01%
+18,203
1381
$118K ﹤0.01%
51,850
1382
$117K ﹤0.01%
+12,750
1383
$116K ﹤0.01%
20,992
+4,441
1384
$114K ﹤0.01%
12,919
+25
1385
$114K ﹤0.01%
18,338
1386
$113K ﹤0.01%
+14,360
1387
$112K ﹤0.01%
16,275
+100
1388
$111K ﹤0.01%
23,438
-1,485
1389
$110K ﹤0.01%
+10,369
1390
$108K ﹤0.01%
15,905
+2,140
1391
$106K ﹤0.01%
34,990
-41
1392
$105K ﹤0.01%
2,949
1393
$103K ﹤0.01%
49,050
-3,000
1394
$97K ﹤0.01%
5,663
-438
1395
$97K ﹤0.01%
48,684
1396
$96K ﹤0.01%
31,037
1397
$93K ﹤0.01%
3,375
1398
$93K ﹤0.01%
12,400
-5,179
1399
$92K ﹤0.01%
26,225
+1,940
1400
$91K ﹤0.01%
7,934
+97
54 55
56
57 58