Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
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
1
$101M 2.97%
+556,997
2
$95.2M 2.81%
480,340
+18,276
3
$57.6M 1.7%
2,287,120
+212,516
4
$54M 1.59%
574,459
+27,198
5
$52.9M 1.56%
1,268,647
+80,081
6
$47.6M 1.4%
1,831,455
+1,766,323
7
$44.8M 1.32%
227,205
-7,324
8
$41.2M 1.22%
407,322
+3,088
9
$40.9M 1.21%
498,959
+53,626
10
$39M 1.15%
765,662
+94,010
11
$36.1M 1.06%
332,223
+36,627
12
$34.6M 1.02%
+1,265,013
13
$33.4M 0.98%
338,055
+78,743
14
$33.1M 0.98%
413,364
+41,347
15
$32M 0.94%
421,780
+202,259
16
$31.7M 0.93%
318,055
+36,280
17
$31.3M 0.92%
255,053
+18,728
18
$31M 0.91%
779,045
+11,074
19
$29.3M 0.86%
595,183
-31,503
20
$25.7M 0.76%
306,956
+31,948
21
$24M 0.71%
899,997
+61,075
22
$23.8M 0.7%
546,860
+477,998
23
$23.5M 0.69%
389,698
+74,403
24
$22.6M 0.67%
294,037
+22,506
25
$22M 0.65%
240,348
+846
1
2 3 4 5