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
351
$1.77M 0.05%
109,641
+5,593
352
$1.77M 0.05%
17,471
+8,941
353
$1.76M 0.05%
8,090
+1,394
354
$1.76M 0.05%
29,097
+9,980
355
$1.75M 0.05%
44,214
+9,930
356
$1.72M 0.05%
8,851
+52
357
$1.7M 0.05%
52,016
-1,152
358
$1.67M 0.05%
13,736
+776
359
$1.66M 0.05%
37,282
+5,858
360
$1.66M 0.05%
47,244
+10,734
361
$1.65M 0.05%
69,251
+8,399
362
$1.65M 0.05%
77,451
-10,076
363
$1.64M 0.05%
70,940
+9,296
364
$1.63M 0.05%
50,225
+1,625
365
$1.63M 0.05%
21,619
+7,434
366
$1.62M 0.05%
+32,788
367
$1.62M 0.05%
+57,999
368
$1.62M 0.05%
42,455
-422
369
$1.6M 0.05%
33,265
-8,510
370
$1.6M 0.05%
+18,041
371
$1.6M 0.05%
23,409
+981
372
$1.6M 0.05%
25,079
-131
373
$1.59M 0.05%
26,739
+2,402
374
$1.59M 0.05%
61,074
+10,372
375
$1.58M 0.05%
44,055
-4,634
13 14
15
16 17