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
326
$1.94M 0.06%
+75,600
327
$1.93M 0.06%
34,322
+430
328
$1.93M 0.06%
20,548
-107
329
$1.93M 0.06%
+58,682
330
$1.93M 0.06%
50,315
+33,963
331
$1.93M 0.06%
71,745
+32,960
332
$1.92M 0.06%
71,366
+1,154
333
$1.9M 0.06%
75,392
+10,668
334
$1.87M 0.06%
+22,351
335
$1.87M 0.06%
113,995
+110,783
336
$1.86M 0.06%
120,810
+14,035
337
$1.86M 0.06%
33,772
-33,366
338
$1.86M 0.05%
85,545
+57,140
339
$1.86M 0.05%
47,908
+10,715
340
$1.85M 0.05%
63,378
+488
341
$1.84M 0.05%
206,630
-11,528
342
$1.83M 0.05%
30,949
+593
343
$1.83M 0.05%
59,297
+6,726
344
$1.82M 0.05%
63,124
+50,640
345
$1.81M 0.05%
100,305
+248
346
$1.8M 0.05%
124,424
+7,645
347
$1.79M 0.05%
32,130
+1,498
348
$1.79M 0.05%
+59,410
349
$1.78M 0.05%
33,620
+2,209
350
$1.77M 0.05%
60,150
+4,326
12 13
14
15 16