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
1501
– –
-6,931
1502
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-5,205
1503
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-12,398
1504
– –
-10,057
1505
– –
-9,073
1506
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-3,705
1507
– –
-16,372
1508
– –
-9,225
1509
– –
-3,864
1510
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-5,095
1511
– –
-10,853
1512
– –
-57,837
1513
– –
-56,745
1514
– –
-6,359
1515
– –
-5,902
1516
– –
-10,334
1517
– –
-43,252
1518
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-3,474
1519
– –
-17,596
1520
– –
-10,520
1521
– –
-73,152
1522
– –
-3,131
1523
– –
-3,799
1524
– –
-45,905
1525
– –
-5,452
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