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
651
$699K 0.02%
14,152
+1,878
652
$697K 0.02%
11,453
+311
653
$694K 0.02%
16,350
+4,788
654
$693K 0.02%
69,013
+1,560
655
$690K 0.02%
14,456
+2,017
656
$690K 0.02%
8,535
+458
657
$689K 0.02%
9,386
-310
658
$689K 0.02%
31,515
+1,643
659
$687K 0.02%
19,015
+459
660
$686K 0.02%
+6,220
661
$686K 0.02%
5,667
+212
662
$685K 0.02%
3,558
-298
663
$682K 0.02%
10,965
-382
664
$680K 0.02%
8,598
+1,346
665
$679K 0.02%
23,370
-29
666
$677K 0.02%
+10,157
667
$673K 0.02%
15,728
+1,215
668
$671K 0.02%
15,605
+175
669
$669K 0.02%
31,988
670
$667K 0.02%
47,061
-1,258
671
$664K 0.02%
46,530
+1,271
672
$664K 0.02%
12,934
-9,918
673
$662K 0.02%
89,044
+10,850
674
$659K 0.02%
10,016
+791
675
$654K 0.02%
18,179
+6,138
25 26
27
28 29