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
251
$2.65M 0.08%
20,791
252
$2.65M 0.08%
31,355
+6,219
253
$2.63M 0.08%
99,354
+3,893
254
$2.63M 0.08%
107,673
-4,509
255
$2.6M 0.08%
24,357
+1,983
256
$2.59M 0.08%
26,872
+2,072
257
$2.58M 0.08%
23,439
+1,076
258
$2.58M 0.08%
108,158
+3,806
259
$2.56M 0.08%
39,765
+10,673
260
$2.53M 0.07%
67,014
+8,634
261
$2.52M 0.07%
35,754
+2,517
262
$2.51M 0.07%
129,360
+2,560
263
$2.5M 0.07%
44,276
-829
264
$2.48M 0.07%
37,171
+6,715
265
$2.48M 0.07%
43,240
+3,990
266
$2.47M 0.07%
+45,298
267
$2.46M 0.07%
47,619
+19,393
268
$2.43M 0.07%
100,253
+3,342
269
$2.42M 0.07%
25,250
+4,026
270
$2.42M 0.07%
30,281
+2,499
271
$2.41M 0.07%
65,910
-1,680
272
$2.41M 0.07%
40,651
+7,646
273
$2.41M 0.07%
166,380
+34,244
274
$2.4M 0.07%
62,125
+36,169
275
$2.39M 0.07%
41,586
+6,204
9 10
11
12 13