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
226
$2.93M 0.09%
182,048
-1,136
227
$2.92M 0.09%
96,982
+10,551
228
$2.91M 0.09%
33,927
+6,910
229
$2.9M 0.09%
99,748
-1,386
230
$2.9M 0.09%
135,570
-144,115
231
$2.89M 0.09%
46,220
+3,675
232
$2.88M 0.08%
26,211
+3,030
233
$2.86M 0.08%
22,796
+1,193
234
$2.85M 0.08%
45,710
-1,303
235
$2.84M 0.08%
74,917
+5,117
236
$2.81M 0.08%
115,499
+7,027
237
$2.81M 0.08%
44,805
+1,982
238
$2.79M 0.08%
281,462
+49,317
239
$2.79M 0.08%
127,032
+5,175
240
$2.78M 0.08%
36,539
-100
241
$2.77M 0.08%
353,358
+21,960
242
$2.75M 0.08%
21,216
+1,230
243
$2.75M 0.08%
80,199
+3,087
244
$2.72M 0.08%
36,799
+2,358
245
$2.71M 0.08%
75,080
+5,090
246
$2.71M 0.08%
76,046
+10,412
247
$2.71M 0.08%
64,166
+27,794
248
$2.7M 0.08%
66,066
-6,471
249
$2.68M 0.08%
110,333
-6,292
250
$2.67M 0.08%
56,152
+5,778
8 9
10
11 12