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
101
$7.2M 0.21%
182,187
+18,769
102
$7.2M 0.21%
86,330
+10,682
103
$7.15M 0.21%
612,495
+591,247
104
$7.12M 0.21%
118,320
+8,676
105
$7.04M 0.21%
76,620
+10,811
106
$6.99M 0.21%
160,097
+7,616
107
$6.97M 0.21%
300,255
-215,494
108
$6.86M 0.2%
58,018
+6,767
109
$6.84M 0.2%
69,071
-65
110
$6.78M 0.2%
269,288
+8,262
111
$6.77M 0.2%
56,223
+5,066
112
$6.74M 0.2%
57,998
-2,135
113
$6.73M 0.2%
72,161
+29
114
$6.7M 0.2%
97,024
+2,969
115
$6.7M 0.2%
51,079
-1,125
116
$6.57M 0.19%
581,931
+560,378
117
$6.5M 0.19%
154,310
-39,226
118
$6.42M 0.19%
54,665
+5,051
119
$6.3M 0.19%
248,643
-13,239
120
$6.26M 0.18%
53,342
-14,039
121
$6.12M 0.18%
151,926
+4,636
122
$6.07M 0.18%
474,075
+460,416
123
$6.03M 0.18%
152,212
-4,212
124
$5.9M 0.17%
141,890
+10,647
125
$5.79M 0.17%
68,250
+18,793
3 4
5
6 7