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
151
$4.65M 0.14%
71,734
+3,425
152
$4.62M 0.14%
81,464
+5,360
153
$4.61M 0.14%
36,201
+1,884
154
$4.58M 0.14%
102,692
+5,284
155
$4.58M 0.14%
127,336
+557
156
$4.58M 0.13%
122,956
+7,301
157
$4.53M 0.13%
68,125
+2,932
158
$4.47M 0.13%
125,644
-6,144
159
$4.45M 0.13%
85,179
-9,547
160
$4.33M 0.13%
61,871
+4,299
161
$4.26M 0.13%
84,460
+23,329
162
$4.23M 0.12%
45,235
+2,806
163
$4.19M 0.12%
61,467
+6,142
164
$4.13M 0.12%
48,894
+3,757
165
$4.1M 0.12%
45,553
-13
166
$4.07M 0.12%
42,891
+11,571
167
$4.05M 0.12%
174,582
+14,287
168
$4.03M 0.12%
28,708
+239
169
$4M 0.12%
75,040
-3,280
170
$3.99M 0.12%
76,186
+6,718
171
$3.97M 0.12%
150,754
+42,580
172
$3.96M 0.12%
+378,059
173
$3.93M 0.12%
181,347
+11,493
174
$3.83M 0.11%
111,911
-3,988
175
$3.82M 0.11%
43,012
+8,032
5 6
7
8 9