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
801
$529K 0.02%
+38,410
802
$529K 0.02%
64,938
+2,378
803
$529K 0.02%
13,557
+427
804
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4,306
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805
$522K 0.02%
56,273
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806
$522K 0.02%
40,718
807
$521K 0.02%
4,328
-11
808
$519K 0.02%
14,564
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809
$519K 0.02%
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810
$517K 0.02%
3,711
-98
811
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6,809
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812
$515K 0.02%
6,437
+322
813
$515K 0.02%
7,713
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814
$515K 0.02%
41,351
+4,939
815
$512K 0.02%
16,525
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$511K 0.02%
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817
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7,181
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818
$510K 0.02%
19,751
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819
$507K 0.01%
11,867
-30
820
$506K 0.01%
12,928
-2,643
821
$504K 0.01%
14,141
+212
822
$503K 0.01%
9,594
+3,208
823
$503K 0.01%
9,498
+474
824
$502K 0.01%
47,644
-11,981
825
$501K 0.01%
+16,469
31 32
33
34 35