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
201
$3.26M 0.1%
151,487
+58,814
202
$3.23M 0.1%
18,072
+3
203
$3.23M 0.1%
37,444
+748
204
$3.22M 0.09%
9,801
+1,210
205
$3.22M 0.09%
30,406
+11,023
206
$3.21M 0.09%
300,648
-5,943
207
$3.21M 0.09%
46,390
-6,571
208
$3.16M 0.09%
34,653
+1,707
209
$3.14M 0.09%
31,925
+448
210
$3.13M 0.09%
50,262
+3,171
211
$3.12M 0.09%
+85,293
212
$3.1M 0.09%
30,872
-1,509
213
$3.08M 0.09%
126,579
+4,405
214
$3.08M 0.09%
198,632
+30,526
215
$3.08M 0.09%
66,521
+2,986
216
$3.08M 0.09%
29,680
-1,836
217
$3.07M 0.09%
131,221
+4,025
218
$3.05M 0.09%
+46,033
219
$3.04M 0.09%
104,142
+7,575
220
$3.03M 0.09%
78,610
+16,636
221
$3M 0.09%
57,938
+974
222
$3M 0.09%
91,836
-9,211
223
$2.97M 0.09%
126,576
-3,872
224
$2.96M 0.09%
69,317
+979
225
$2.94M 0.09%
16,059
+595
7 8
9
10 11