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
851
$479K 0.01%
9,363
+356
852
$478K 0.01%
38,738
-1,195
853
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$474K 0.01%
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861
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46,380
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863
$469K 0.01%
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864
$469K 0.01%
34,803
-2,826
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11,513
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19,355
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$462K 0.01%
13,037
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$462K 0.01%
33,266
870
$462K 0.01%
35,810
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871
$461K 0.01%
19,317
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9,769
-3,646
873
$459K 0.01%
11,614
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874
$458K 0.01%
+26,490
875
$456K 0.01%
45,465
-315
33 34
35
36 37