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
451
$1.21M 0.04%
54,334
+21,551
452
$1.21M 0.04%
24,949
+7,416
453
$1.21M 0.04%
13,041
+1,419
454
$1.21M 0.04%
11,924
-896
455
$1.21M 0.04%
83,480
+4,109
456
$1.2M 0.04%
13,188
+2,350
457
$1.19M 0.04%
21,128
+3,556
458
$1.19M 0.04%
45,123
+3,327
459
$1.19M 0.04%
32,636
+889
460
$1.19M 0.03%
16,102
+267
461
$1.19M 0.03%
34,471
+4,056
462
$1.18M 0.03%
15,456
+448
463
$1.18M 0.03%
33,668
+5,245
464
$1.18M 0.03%
22,036
-36,672
465
$1.18M 0.03%
36,900
-261
466
$1.18M 0.03%
18,976
+9,415
467
$1.18M 0.03%
+43,655
468
$1.17M 0.03%
254
-17
469
$1.16M 0.03%
29,199
+9,009
470
$1.16M 0.03%
51,683
+24,790
471
$1.16M 0.03%
25,407
+2,204
472
$1.16M 0.03%
66,477
473
$1.15M 0.03%
12,635
+833
474
$1.15M 0.03%
33,250
+776
475
$1.14M 0.03%
5,775
+189
17 18
19
20 21