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
1151
$268K 0.01%
9,657
-406
1152
$268K 0.01%
5,440
-40
1153
$266K 0.01%
8,744
+284
1154
$266K 0.01%
+11,030
1155
$266K 0.01%
6,101
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1156
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7,584
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1157
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15,871
+1,034
1158
$265K 0.01%
7,273
-322
1159
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6,785
+955
1160
$264K 0.01%
5,858
-2,320
1161
$264K 0.01%
+9,458
1162
$262K 0.01%
4,164
+481
1163
$262K 0.01%
8,364
+1,296
1164
$262K 0.01%
+2,273
1165
$261K 0.01%
1,918
-2,696
1166
$261K 0.01%
26,424
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1167
$260K 0.01%
5,700
-16
1168
$260K 0.01%
22,251
+1,349
1169
$260K 0.01%
19,504
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1170
$260K 0.01%
19,421
+6,218
1171
$260K 0.01%
46,757
-25,455
1172
$259K 0.01%
10,030
-749
1173
$259K 0.01%
6,667
-55
1174
$259K 0.01%
6,924
1175
$258K 0.01%
+3,608
45 46
47
48 49