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
776
$552K 0.02%
18,621
+36
777
$552K 0.02%
2,006
+231
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$552K 0.02%
21,844
779
$549K 0.02%
26,644
-1,033
780
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21,325
+1,163
781
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10,351
-970
782
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41,734
+17,120
783
$547K 0.02%
11,679
-1,218
784
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785
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7,370
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786
$545K 0.02%
3,795
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$545K 0.02%
25,048
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788
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4,174
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789
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55,533
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38,007
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795
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$531K 0.02%
3,202
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797
$529K 0.02%
+48,109
798
$529K 0.02%
+1,466
799
$529K 0.02%
4,813
+1,493
800
$529K 0.02%
31,238
+2,676
30 31
32
33 34