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
676
$654K 0.02%
20,531
+3,537
677
$654K 0.02%
6,695
+226
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11,650
+2,660
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681
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8,022
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682
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7,457
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683
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-10,010
684
$643K 0.02%
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685
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54,150
-12,680
686
$642K 0.02%
+23,411
687
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46,448
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688
$641K 0.02%
10,762
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689
$639K 0.02%
47,950
+3,100
690
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25,862
691
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23,216
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693
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21,408
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694
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+17,786
695
$628K 0.02%
47,618
696
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21,236
-1,160
697
$626K 0.02%
14,338
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698
$626K 0.02%
24,917
+3,741
699
$623K 0.02%
8,308
+3,900
700
$621K 0.02%
16,768
+288
26 27
28
29 30