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
26
$21.9M 0.65%
158,449
+10,115
27
$21.7M 0.64%
203,606
+8,098
28
$21.5M 0.63%
243,542
+13,929
29
$20.9M 0.62%
326,701
-127,675
30
$20.8M 0.61%
724,092
+96,696
31
$20.3M 0.6%
282,803
+18,206
32
$19.1M 0.56%
483,705
+13,127
33
$18.8M 0.55%
375,151
+25,167
34
$18.2M 0.54%
200,951
+15,837
35
$17.9M 0.53%
213,845
+11,816
36
$17.8M 0.52%
350,325
+338,410
37
$17.4M 0.51%
173,425
+7,117
38
$17.3M 0.51%
144,917
+3,466
39
$17M 0.5%
266,703
+178,730
40
$16.6M 0.49%
361,673
+44,640
41
$16.3M 0.48%
352,644
+27,236
42
$16M 0.47%
146,745
-2,185
43
$15.9M 0.47%
+304,338
44
$15.6M 0.46%
556,884
+27,119
45
$15.2M 0.45%
+1,618,524
46
$15M 0.44%
492,779
+480,586
47
$14.7M 0.43%
126,247
-5,588
48
$14M 0.41%
337,729
+68,713
49
$13.8M 0.41%
262,554
+25,914
50
$13.5M 0.4%
791,974
+37,637
1
2
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