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
826
$500K 0.01%
18,013
-2,434
827
$494K 0.01%
8,048
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828
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16,090
-41,588
829
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830
$492K 0.01%
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831
$492K 0.01%
34,507
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832
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59,316
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833
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14,415
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834
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21,107
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835
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7,076
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836
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11,667
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837
$488K 0.01%
6,280
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838
$488K 0.01%
44,307
-10,276
839
$488K 0.01%
11,910
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840
$488K 0.01%
25,713
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841
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842
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4,395
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31,842
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845
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846
$483K 0.01%
10,892
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847
$483K 0.01%
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848
$480K 0.01%
30,740
-5,083
849
$480K 0.01%
+11,587
850
$479K 0.01%
9,363
+356
32 33
34
35 36