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
1026
$341K 0.01%
+13,722
1027
$340K 0.01%
24,929
+2,150
1028
$339K 0.01%
8,321
-312
1029
$339K 0.01%
14,164
-3,447
1030
$338K 0.01%
8,898
-1,972
1031
$338K 0.01%
+12,630
1032
$338K 0.01%
+8,700
1033
$337K 0.01%
5,567
+1,136
1034
$336K 0.01%
+25,354
1035
$335K 0.01%
29,543
+4,820
1036
$333K 0.01%
7,077
+95
1037
$333K 0.01%
8,318
-1,162
1038
$332K 0.01%
5,872
+16
1039
$332K 0.01%
+3,939
1040
$332K 0.01%
7,578
-448
1041
$331K 0.01%
31,160
+154
1042
$331K 0.01%
7,452
+1,082
1043
$331K 0.01%
27,313
1044
$330K 0.01%
4,438
-12
1045
$330K 0.01%
65,354
-4,350
1046
$329K 0.01%
7,688
-376
1047
$329K 0.01%
25,902
-2,621
1048
$329K 0.01%
+29,979
1049
$327K 0.01%
10,442
+506
1050
$326K 0.01%
+7,752
40 41
42
43 44