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
426
$1.33M 0.04%
39,710
+3,334
427
$1.33M 0.04%
56,675
+1,448
428
$1.32M 0.04%
49,790
+3,443
429
$1.31M 0.04%
115,177
+5,190
430
$1.3M 0.04%
31,060
+764
431
$1.3M 0.04%
48,378
+4,193
432
$1.29M 0.04%
175,392
-10,992
433
$1.29M 0.04%
22,274
+5,480
434
$1.28M 0.04%
104,344
+3,999
435
$1.28M 0.04%
26,655
+4,690
436
$1.27M 0.04%
30,298
-903
437
$1.27M 0.04%
25,220
-2,189
438
$1.26M 0.04%
48,843
+5,275
439
$1.25M 0.04%
26,194
+2,892
440
$1.25M 0.04%
97,086
-35,295
441
$1.25M 0.04%
22,967
+2,966
442
$1.25M 0.04%
38,997
+5,556
443
$1.24M 0.04%
16,933
+1,345
444
$1.24M 0.04%
32,618
+1,184
445
$1.24M 0.04%
9,593
+191
446
$1.24M 0.04%
35,727
+3,381
447
$1.23M 0.04%
9,317
+1,068
448
$1.22M 0.04%
40,235
+2,903
449
$1.22M 0.04%
22,650
+1,763
450
$1.22M 0.04%
44,398
+1,998
16 17
18
19 20