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
401
$1.42M 0.04%
+47,879
402
$1.42M 0.04%
+40,778
403
$1.42M 0.04%
30,874
+2,341
404
$1.42M 0.04%
31,904
+1,361
405
$1.42M 0.04%
22,024
+1,159
406
$1.41M 0.04%
45,698
+139
407
$1.41M 0.04%
24,000
-296
408
$1.41M 0.04%
41,810
-31,135
409
$1.4M 0.04%
195
+27
410
$1.4M 0.04%
7,832
+378
411
$1.39M 0.04%
24,727
-389
412
$1.39M 0.04%
64,075
+2,469
413
$1.38M 0.04%
13,953
+593
414
$1.38M 0.04%
14,620
-1,548
415
$1.37M 0.04%
26,584
+2,522
416
$1.37M 0.04%
48,186
-298
417
$1.36M 0.04%
15,508
+421
418
$1.36M 0.04%
30,776
+6,675
419
$1.36M 0.04%
33,342
+11,317
420
$1.36M 0.04%
27,017
-41
421
$1.35M 0.04%
+35,543
422
$1.35M 0.04%
4,083
-571
423
$1.34M 0.04%
16,894
-307
424
$1.34M 0.04%
55,744
+40,964
425
$1.33M 0.04%
+28,735
15 16
17
18 19