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
626
$742K 0.02%
7,315
-1,063
627
$741K 0.02%
51,499
-1,173
628
$741K 0.02%
10,762
+1,262
629
$737K 0.02%
8,519
-29
630
$736K 0.02%
54,093
+4,012
631
$734K 0.02%
11,312
+2,523
632
$733K 0.02%
35,550
-1,225
633
$731K 0.02%
6,009
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634
$728K 0.02%
22,432
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635
$726K 0.02%
2,713
+174
636
$726K 0.02%
31,357
+721
637
$725K 0.02%
30,665
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638
$724K 0.02%
10,980
+223
639
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14,498
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640
$721K 0.02%
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642
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38,800
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643
$717K 0.02%
23,395
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644
$712K 0.02%
9,263
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645
$711K 0.02%
10,983
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646
$710K 0.02%
21,962
-102
647
$708K 0.02%
29,861
-550
648
$706K 0.02%
14,633
+674
649
$703K 0.02%
20,196
+12,148
650
$702K 0.02%
93,534
+30,307
24 25
26
27 28