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
276
$2.36M 0.07%
60,547
-915
277
$2.36M 0.07%
44,380
+8,142
278
$2.35M 0.07%
51,095
+1,569
279
$2.35M 0.07%
26,800
+2,378
280
$2.34M 0.07%
82,607
+6,004
281
$2.33M 0.07%
+22,620
282
$2.32M 0.07%
28,322
+497
283
$2.31M 0.07%
+44,871
284
$2.31M 0.07%
60,980
-424
285
$2.3M 0.07%
118,040
+2,575
286
$2.28M 0.07%
38,086
+19,869
287
$2.25M 0.07%
30,772
+14
288
$2.24M 0.07%
23,443
-229
289
$2.22M 0.07%
96,747
-20,526
290
$2.22M 0.07%
25,787
-10,213
291
$2.18M 0.06%
38,480
+1,898
292
$2.17M 0.06%
48,405
-5,672
293
$2.15M 0.06%
18,762
+1,639
294
$2.14M 0.06%
110,603
-15,330
295
$2.14M 0.06%
63,350
-1,901
296
$2.13M 0.06%
39,465
+6,522
297
$2.13M 0.06%
165,912
+12,756
298
$2.13M 0.06%
86,905
+8,380
299
$2.13M 0.06%
+69,799
300
$2.12M 0.06%
138,768
-61,692
10 11
12
13 14