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
76
$9.37M 0.28%
100,615
+4,393
77
$9.18M 0.27%
77,497
+1,887
78
$9.17M 0.27%
91,963
+877
79
$9.16M 0.27%
96,654
-3,158
80
$9.06M 0.27%
373,261
+14,336
81
$9.04M 0.27%
111,312
-165,725
82
$9.03M 0.27%
159,718
+13,452
83
$8.6M 0.25%
94,875
+1,668
84
$8.58M 0.25%
112,136
+14,281
85
$8.47M 0.25%
95,166
+9,340
86
$8.46M 0.25%
142,913
+5,726
87
$8.37M 0.25%
313,256
+33,056
88
$8.32M 0.25%
110,985
+5,271
89
$8.32M 0.25%
159,454
-39,148
90
$8.31M 0.24%
92,049
+12,389
91
$8.29M 0.24%
86,486
+3,491
92
$8.17M 0.24%
67,773
-94,089
93
$8.1M 0.24%
310,428
+34,173
94
$7.94M 0.23%
3,219
+3,061
95
$7.68M 0.23%
127,508
+8,988
96
$7.58M 0.22%
164,102
+5,288
97
$7.57M 0.22%
511,833
+8,363
98
$7.5M 0.22%
146,589
+8,308
99
$7.47M 0.22%
656,388
+627,135
100
$7.25M 0.21%
181,641
+11,193
2 3
4
5 6