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
1326
$180K 0.01%
21,522
+14
1327
$179K 0.01%
15,482
-18
1328
$178K 0.01%
35,379
-3,500
1329
$178K 0.01%
4,256
+3,185
1330
$177K 0.01%
16,200
-1,950
1331
$176K 0.01%
19,854
-5,747
1332
$175K 0.01%
1,343
+338
1333
$175K 0.01%
18,910
+5,100
1334
$175K 0.01%
14,312
+550
1335
$173K 0.01%
+10,056
1336
$172K 0.01%
5,329
-1,210
1337
$171K 0.01%
+10,605
1338
$166K ﹤0.01%
11,134
1339
$164K ﹤0.01%
13,764
+22
1340
$163K ﹤0.01%
19,587
-2,961
1341
$162K ﹤0.01%
+11,760
1342
$160K ﹤0.01%
11,287
-1,434
1343
$160K ﹤0.01%
24,578
-3,600
1344
$158K ﹤0.01%
13,337
-9,113
1345
$158K ﹤0.01%
10,764
-3,947
1346
$158K ﹤0.01%
36,890
-3,335
1347
$157K ﹤0.01%
2,760
1348
$155K ﹤0.01%
18,143
+3,103
1349
$155K ﹤0.01%
10,388
+9
1350
$154K ﹤0.01%
26,562
-857
52 53
54
55 56