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
526
$992K 0.03%
3,000
+42
527
$992K 0.03%
11,314
+4,042
528
$988K 0.03%
64,063
-1,580
529
$986K 0.03%
6,583
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530
$984K 0.03%
21,970
+10,714
531
$979K 0.03%
26,053
+15,715
532
$978K 0.03%
13,685
+547
533
$975K 0.03%
19,096
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534
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43,721
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535
$970K 0.03%
33,010
+3,093
536
$968K 0.03%
+14,084
537
$967K 0.03%
44,030
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538
$966K 0.03%
33,576
-7,160
539
$966K 0.03%
29,709
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33,101
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541
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542
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19,522
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543
$954K 0.03%
24,546
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544
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27,569
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545
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9,580
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546
$948K 0.03%
22,020
+3,172
547
$940K 0.03%
16,106
548
$940K 0.03%
63,374
+19,505
549
$940K 0.03%
20,799
-184
550
$940K 0.03%
37,922
-15,544
20 21
22
23 24