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
1276
$209K 0.01%
+1,120
1277
$208K 0.01%
+12,864
1278
$208K 0.01%
+7,079
1279
$208K 0.01%
9,232
+289
1280
$208K 0.01%
9,525
-939
1281
$207K 0.01%
22,880
+10,305
1282
$207K 0.01%
30,102
-2,850
1283
$207K 0.01%
3,525
+226
1284
$207K 0.01%
7,854
-770
1285
$206K 0.01%
26,380
+2,219
1286
$206K 0.01%
+9,303
1287
$206K 0.01%
+5,109
1288
$206K 0.01%
+2,435
1289
$205K 0.01%
1,665
-126
1290
$205K 0.01%
+7,632
1291
$205K 0.01%
+17,208
1292
$205K 0.01%
4,479
+105
1293
$204K 0.01%
21,041
1294
$203K 0.01%
+3,257
1295
$203K 0.01%
+4,055
1296
$203K 0.01%
6,016
-200
1297
$203K 0.01%
+3,496
1298
$203K 0.01%
14,810
-1,930
1299
$203K 0.01%
1,492
-6
1300
$203K 0.01%
33,855
-1,509
50 51
52
53 54