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
1301
$203K 0.01%
1,706
1302
$202K 0.01%
14,335
+500
1303
$202K 0.01%
6,834
1304
$202K 0.01%
+10,397
1305
$201K 0.01%
3,410
-140
1306
$201K 0.01%
6,306
-1,211
1307
$201K 0.01%
+20,752
1308
$200K 0.01%
11,498
-414
1309
$199K 0.01%
10,161
+72
1310
$198K 0.01%
+836
1311
$197K 0.01%
+10,580
1312
$196K 0.01%
17,208
+4,477
1313
$196K 0.01%
23,742
+538
1314
$194K 0.01%
26,673
+6,318
1315
$191K 0.01%
413,920
+8,320
1316
$191K 0.01%
1,026
+28
1317
$188K 0.01%
13,788
-4,696
1318
$188K 0.01%
11,070
+67
1319
$186K 0.01%
+10,473
1320
$185K 0.01%
18,537
-1,140
1321
$185K 0.01%
13,736
+397
1322
$183K 0.01%
22,733
1323
$183K 0.01%
10,416
-130
1324
$182K 0.01%
21,543
+4
1325
$181K 0.01%
+11,746
51 52
53
54 55