Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$45.8M
3
+$34.4M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$21.1M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$17.6M

Top Sells

1
+$20M
2
+$14.1M
3
+$13.5M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$11.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.52M

Sector Composition

1 Energy 5.38%
2 Financials 4.91%
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
476
$1.12M 0.03%
26,812
+20,085
477
$1.12M 0.03%
29,858
-3,702
478
$1.11M 0.03%
38,444
+21,235
479
$1.11M 0.03%
23,950
+164
480
$1.11M 0.03%
21,016
-11,838
481
$1.1M 0.03%
72,450
482
$1.1M 0.03%
36,706
-717
483
$1.1M 0.03%
+32,643
484
$1.09M 0.03%
392,670
-32,320
485
$1.09M 0.03%
14,358
+1,203
486
$1.08M 0.03%
57,690
+18,705
487
$1.08M 0.03%
42,190
+27,908
488
$1.08M 0.03%
39,419
-3,266
489
$1.08M 0.03%
96,288
+14,316
490
$1.08M 0.03%
29,868
+6,695
491
$1.08M 0.03%
83,715
+50,859
492
$1.07M 0.03%
82,411
+8,070
493
$1.07M 0.03%
12,321
+3,770
494
$1.07M 0.03%
27,982
-1,675
495
$1.07M 0.03%
22,802
+132
496
$1.07M 0.03%
17,905
+1,920
497
$1.07M 0.03%
47,030
+715
498
$1.06M 0.03%
20,412
-417
499
$1.05M 0.03%
9,391
+1,080
500
$1.05M 0.03%
21,018
-12,084
18 19
20
21 22