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
376
$1.58M 0.05%
13,670
+1,263
377
$1.58M 0.05%
15,761
+2,727
378
$1.57M 0.05%
41,697
+117
379
$1.56M 0.05%
28,201
+3,894
380
$1.54M 0.05%
59,104
+44,436
381
$1.54M 0.05%
48,736
+4,593
382
$1.53M 0.05%
18,201
+1,232
383
$1.53M 0.05%
14,413
+6,317
384
$1.51M 0.04%
21,570
+791
385
$1.5M 0.04%
42,013
+20,203
386
$1.48M 0.04%
19,684
+1,032
387
$1.48M 0.04%
27,052
+970
388
$1.47M 0.04%
23,252
+1,896
389
$1.47M 0.04%
11,547
+593
390
$1.47M 0.04%
29,519
+6,893
391
$1.45M 0.04%
43,243
-657
392
$1.45M 0.04%
20,641
+1,341
393
$1.45M 0.04%
34,465
-562
394
$1.45M 0.04%
12,895
+1,518
395
$1.45M 0.04%
29,335
+850
396
$1.45M 0.04%
35,370
+1,909
397
$1.44M 0.04%
56,753
+16,330
398
$1.43M 0.04%
31,928
+2,024
399
$1.43M 0.04%
18,187
+1,260
400
$1.43M 0.04%
80,921
-15,706
14 15
16
17 18