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
501
$1.05M 0.03%
17,084
-1,273
502
$1.04M 0.03%
6,303
-1,238
503
$1.04M 0.03%
217,534
+19,827
504
$1.04M 0.03%
23,498
-1,947
505
$1.03M 0.03%
46,041
+29,374
506
$1.02M 0.03%
12,759
+2,331
507
$1.02M 0.03%
10,894
+1,680
508
$1.02M 0.03%
6,320
+219
509
$1.02M 0.03%
63,045
+3,885
510
$1.02M 0.03%
26,616
+12,206
511
$1.02M 0.03%
15,550
-629
512
$1.02M 0.03%
13,953
+498
513
$1.02M 0.03%
28,340
+4,084
514
$1.02M 0.03%
11,125
+2,228
515
$1.01M 0.03%
8,996
+1,925
516
$1.01M 0.03%
+8,794
517
$1.01M 0.03%
38,464
-782
518
$1.01M 0.03%
41,644
+10,030
519
$1.01M 0.03%
12,450
+7,515
520
$1.01M 0.03%
12,381
-197
521
$1.01M 0.03%
37,073
+3,496
522
$1.01M 0.03%
15,617
+937
523
$1.01M 0.03%
34,640
-18,293
524
$1M 0.03%
72,377
525
$995K 0.03%
+4,122
19 20
21
22 23