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
51
$13.3M 0.39%
73,464
-1,920
52
$13.2M 0.39%
117,633
+13,855
53
$12.3M 0.36%
352,731
+9,712
54
$12.1M 0.36%
109,313
+2,683
55
$11.9M 0.35%
229,586
+44,256
56
$11.9M 0.35%
651,546
+631,240
57
$11.8M 0.35%
+274,923
58
$11.8M 0.35%
177,606
+10,361
59
$11.8M 0.35%
405,149
+240,699
60
$11.7M 0.35%
139,268
+17,230
61
$11.3M 0.33%
719,919
+693,278
62
$11.2M 0.33%
44,952
-54,806
63
$11.2M 0.33%
262,147
+20,962
64
$11.1M 0.33%
316,200
-12,959
65
$10.8M 0.32%
226,091
+5,458
66
$10.5M 0.31%
131,137
+4,166
67
$10.3M 0.3%
60,503
-1,759
68
$10.2M 0.3%
93,650
+6,495
69
$10.1M 0.3%
370,815
-7,075
70
$10.1M 0.3%
136,714
-1,915
71
$9.97M 0.29%
126,135
+18,837
72
$9.68M 0.29%
+405,376
73
$9.59M 0.28%
631,818
+609,124
74
$9.49M 0.28%
251,928
+10,238
75
$9.43M 0.28%
207,328
+34,859
1 2
3
4 5