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
751
$571K 0.02%
11,183
-1,037
752
$569K 0.02%
54,863
+467
753
$569K 0.02%
39,030
+1,207
754
$569K 0.02%
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755
$567K 0.02%
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756
$567K 0.02%
32,805
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757
$567K 0.02%
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758
$566K 0.02%
9,032
+4,691
759
$565K 0.02%
29,339
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760
$564K 0.02%
28,510
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761
$563K 0.02%
+6,013
762
$563K 0.02%
+15,433
763
$563K 0.02%
50,265
764
$563K 0.02%
15,863
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765
$563K 0.02%
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766
$562K 0.02%
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9,268
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7,178
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$559K 0.02%
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$558K 0.02%
14,969
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772
$555K 0.02%
18,771
-235
773
$554K 0.02%
66,160
-3,497
774
$553K 0.02%
10,120
+2,017
775
$553K 0.02%
9,329
+1,010
29 30
31
32 33