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
301
$2.11M 0.06%
75,948
-1,525
302
$2.1M 0.06%
24,123
+10,240
303
$2.08M 0.06%
143,104
-5,677
304
$2.07M 0.06%
22,472
-2,174
305
$2.07M 0.06%
19,106
-1,314
306
$2.06M 0.06%
25,477
+1,061
307
$2.05M 0.06%
83,233
+3,074
308
$2.04M 0.06%
29,749
-10,454
309
$2.04M 0.06%
66,096
+276
310
$2.02M 0.06%
19,916
+38
311
$2.02M 0.06%
108,192
+10,086
312
$2.01M 0.06%
254,190
+80,322
313
$2.01M 0.06%
34,608
+11,221
314
$2.01M 0.06%
98,885
+7,010
315
$2M 0.06%
65,254
+5,435
316
$1.99M 0.06%
51,564
+3,723
317
$1.99M 0.06%
+72,970
318
$1.99M 0.06%
23,195
+3,198
319
$1.99M 0.06%
43,509
+3,573
320
$1.98M 0.06%
163,317
+6,668
321
$1.98M 0.06%
21,023
+10,499
322
$1.97M 0.06%
50,247
+10,477
323
$1.97M 0.06%
64,315
+4,883
324
$1.96M 0.06%
+260,312
325
$1.95M 0.06%
206,788
+27,565
11 12
13
14 15