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 4.95%
3 Technology 4.68%
4 Healthcare 4.32%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$7K ﹤0.01%
750
1452
$5K ﹤0.01%
+333
1453
– –
0
1454
$3K ﹤0.01%
+56,000
1455
– –
-7,227
1456
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-11,496
1457
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-14,333
1458
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-12,684
1459
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-17,023
1460
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-15,002
1461
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-4,717
1462
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-20,292
1463
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-31,319
1464
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-10,936
1465
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-7,853
1466
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-17,870
1467
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-392
1468
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-8,318
1469
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-4,077
1470
– –
-10,205
1471
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-11,964
1472
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-5,968
1473
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-14,664
1474
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-5,050
1475
– –
-694
57 58
59
60 61