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
1126
$281K 0.01%
22,681
+1,612
1127
$281K 0.01%
5,943
-595
1128
$280K 0.01%
9,360
+1,089
1129
$279K 0.01%
3,703
+2
1130
$278K 0.01%
+5,258
1131
$277K 0.01%
19,874
-1,970
1132
$277K 0.01%
5,270
-814
1133
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9,818
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1134
$277K 0.01%
5,940
+444
1135
$276K 0.01%
7,392
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1136
$276K 0.01%
4,355
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1137
$276K 0.01%
6,518
1138
$275K 0.01%
15,384
1139
$275K 0.01%
9,319
+1,768
1140
$275K 0.01%
18,500
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1141
$274K 0.01%
12,137
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4,501
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1143
$274K 0.01%
2,830
-278
1144
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1,157
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1145
$272K 0.01%
15,650
-1,713
1146
$271K 0.01%
6,992
+682
1147
$271K 0.01%
+7,196
1148
$270K 0.01%
5,620
+809
1149
$270K 0.01%
+3,895
1150
$269K 0.01%
2,708
+105
44 45
46
47 48