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
176
$3.79M 0.11%
96,400
-14,244
177
$3.78M 0.11%
168,296
+2,446
178
$3.75M 0.11%
89,645
+8,204
179
$3.59M 0.11%
35,289
+6,829
180
$3.58M 0.11%
104,239
+23,288
181
$3.57M 0.11%
68,292
+3,915
182
$3.55M 0.1%
80,446
+3,904
183
$3.55M 0.1%
57,317
+2,394
184
$3.55M 0.1%
31,790
+3,323
185
$3.52M 0.1%
218,640
+40,480
186
$3.47M 0.1%
257,520
+11,256
187
$3.47M 0.1%
90,600
+4,382
188
$3.46M 0.1%
59,431
+25,473
189
$3.46M 0.1%
116,664
+8,741
190
$3.45M 0.1%
+131,366
191
$3.45M 0.1%
405,272
+374,700
192
$3.43M 0.1%
231,031
-1,322
193
$3.43M 0.1%
42,135
+3,912
194
$3.38M 0.1%
+197,649
195
$3.33M 0.1%
36,234
+20,638
196
$3.32M 0.1%
56,399
+1,708
197
$3.31M 0.1%
50,701
-6,114
198
$3.3M 0.1%
28,286
-169,919
199
$3.29M 0.1%
115,722
+9,406
200
$3.28M 0.1%
41,249
+2,519
6 7
8
9 10