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
126
$5.79M 0.17%
395,818
-60,343
127
$5.75M 0.17%
225,600
+13,203
128
$5.61M 0.17%
105,610
+12,064
129
$5.58M 0.16%
105,964
+14,212
130
$5.47M 0.16%
167,359
+2,362
131
$5.46M 0.16%
+267,723
132
$5.43M 0.16%
52,401
-345
133
$5.42M 0.16%
46,286
+8,882
134
$5.38M 0.16%
84,108
-2,733
135
$5.37M 0.16%
92,937
+4,358
136
$5.29M 0.16%
47,984
-77
137
$5.26M 0.16%
+216,880
138
$5.17M 0.15%
25
+9
139
$5.16M 0.15%
115,334
+9,086
140
$5.15M 0.15%
56,117
+2,110
141
$5.11M 0.15%
47,094
+6,850
142
$5.08M 0.15%
112,535
+24,212
143
$5.03M 0.15%
+102,266
144
$4.98M 0.15%
111,064
+9,276
145
$4.89M 0.14%
45,943
+3,158
146
$4.83M 0.14%
295,170
+472
147
$4.82M 0.14%
46,778
+4,088
148
$4.75M 0.14%
233,698
+47,412
149
$4.74M 0.14%
63,417
-1,413
150
$4.66M 0.14%
62,366
+1,185
4 5
6
7 8