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
876
$453K 0.01%
18,532
+4
877
$453K 0.01%
14,976
+491
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+18,261
879
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880
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881
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25,568
-9,698
882
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3,785
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$443K 0.01%
38,046
-1,225
884
$443K 0.01%
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885
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886
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2,554
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887
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14,298
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889
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7,147
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893
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894
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8,091
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895
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896
$433K 0.01%
58,005
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897
$432K 0.01%
9,566
+1,509
898
$432K 0.01%
6,259
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899
$431K 0.01%
17,460
900
$431K 0.01%
8,651
+1,634
34 35
36
37 38