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
1176
$258K 0.01%
11,768
-2,493
1177
$257K 0.01%
+30,079
1178
$257K 0.01%
4,032
-98
1179
$256K 0.01%
19,448
+3,191
1180
$256K 0.01%
+1,812
1181
$255K 0.01%
19,795
1182
$254K 0.01%
8,800
+6
1183
$253K 0.01%
3,604
+16
1184
$252K 0.01%
8,211
+1,356
1185
$251K 0.01%
6,370
+348
1186
$250K 0.01%
+13,093
1187
$250K 0.01%
14,607
+100
1188
$249K 0.01%
3,215
-2,247
1189
$249K 0.01%
+11,535
1190
$248K 0.01%
5,501
-1,997
1191
$248K 0.01%
18,587
+1,348
1192
$248K 0.01%
+4,383
1193
$247K 0.01%
+5,576
1194
$247K 0.01%
+4,955
1195
$247K 0.01%
28,664
+1,688
1196
$246K 0.01%
20,867
+3,138
1197
$246K 0.01%
14,352
+2,053
1198
$246K 0.01%
+12,868
1199
$245K 0.01%
7,700
-30
1200
$243K 0.01%
+5,569
46 47
48
49 50