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
1351
$153K ﹤0.01%
2,334
1352
$152K ﹤0.01%
+11,937
1353
$151K ﹤0.01%
4,865
+128
1354
$151K ﹤0.01%
+11,343
1355
$151K ﹤0.01%
15,574
+1,045
1356
$150K ﹤0.01%
12,725
+1,186
1357
$149K ﹤0.01%
+10,482
1358
$148K ﹤0.01%
7,787
-1,977
1359
$148K ﹤0.01%
+10,029
1360
$148K ﹤0.01%
53,218
+1,800
1361
$145K ﹤0.01%
26,532
-238
1362
$144K ﹤0.01%
16,125
+2,715
1363
$143K ﹤0.01%
12,361
-675
1364
$142K ﹤0.01%
+16,295
1365
$142K ﹤0.01%
10,844
-862
1366
$140K ﹤0.01%
1,330
-168
1367
$139K ﹤0.01%
4,350
+374
1368
$139K ﹤0.01%
+10,480
1369
$138K ﹤0.01%
37,225
-773
1370
$137K ﹤0.01%
26,386
+955
1371
$136K ﹤0.01%
10,774
+310
1372
$134K ﹤0.01%
10,967
+680
1373
$129K ﹤0.01%
18,800
+3,300
1374
$128K ﹤0.01%
+17,076
1375
$127K ﹤0.01%
25,339
+6,619
53 54
55
56 57