We are live on ! Find out more
CFA

Camarda Financial Advisors Portfolio holdings

AUM $190M
1-Year Est. Return 48.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.3M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$500K
3
+$397K
4
AMZN icon
Amazon
AMZN
+$236K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$216K

Top Sells

1
+$12M
2
+$9.17M
3
+$6.68M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.42M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$4.12M

Sector Composition

1 Consumer Discretionary 14.86%
2 Healthcare 13.8%
3 Financials 13.75%
4 Energy 13.03%
5 Real Estate 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K 0.01%
+20
277
$4K 0.01%
+58
278
$3K 0.01%
+61
279
$3K 0.01%
+130
280
$3K 0.01%
+57
281
$3K 0.01%
+24
282
$3K 0.01%
+39
283
$3K 0.01%
+35
284
$3K 0.01%
+72
285
$3K 0.01%
+47
286
$3K 0.01%
72
+3
287
$3K 0.01%
+12
288
$3K 0.01%
38
289
$3K 0.01%
+26
290
$3K 0.01%
+43
291
$3K 0.01%
+46
292
$3K 0.01%
+80
293
$3K 0.01%
+27
294
$3K 0.01%
+104
295
$3K 0.01%
+162
296
$3K 0.01%
+35
297
$3K 0.01%
+48
298
$3K 0.01%
+60
299
$3K 0.01%
+80
300
$3K 0.01%
+59
10 11
12
13 14