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
1226
$228K 0.01%
10,690
-5,754
1227
$228K 0.01%
6,627
+44
1228
$227K 0.01%
4,101
+763
1229
$227K 0.01%
17,945
+132
1230
$227K 0.01%
9,839
+1,550
1231
$226K 0.01%
+5,631
1232
$226K 0.01%
21,529
+394
1233
$226K 0.01%
+15,196
1234
$225K 0.01%
+8,693
1235
$224K 0.01%
9,447
+790
1236
$224K 0.01%
+7,535
1237
$224K 0.01%
9,498
-1,074
1238
$224K 0.01%
10,116
+839
1239
$223K 0.01%
+3,632
1240
$223K 0.01%
7,603
+160
1241
$223K 0.01%
+18,116
1242
$222K 0.01%
+4,008
1243
$222K 0.01%
+5,360
1244
$222K 0.01%
9,300
-200
1245
$222K 0.01%
22,556
-5,879
1246
$222K 0.01%
4,915
+123
1247
$221K 0.01%
17,944
+330
1248
$220K 0.01%
15,615
+2,696
1249
$220K 0.01%
11,571
+331
1250
$220K 0.01%
+4,231
48 49
50
51 52