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
926
$405K 0.01%
16,659
-45
927
$405K 0.01%
42,235
+3,500
928
$405K 0.01%
30,331
-576
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930
$404K 0.01%
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931
$404K 0.01%
4,120
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932
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11,852
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933
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29,188
-1,648
934
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+14,534
935
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11,201
-273
936
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54,990
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937
$389K 0.01%
10,302
-344
938
$389K 0.01%
5,281
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939
$389K 0.01%
5,231
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940
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8,344
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942
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5,945
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28,054
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944
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7,497
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945
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17,919
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946
$384K 0.01%
6,519
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947
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15,648
-790
948
$383K 0.01%
34,537
+338
949
$382K 0.01%
7,698
-606
950
$382K 0.01%
+20,429
36 37
38
39 40