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
1376
$125K ﹤0.01%
11,575
+1,350
1377
$124K ﹤0.01%
12,395
-2,747
1378
$123K ﹤0.01%
+16,053
1379
$119K ﹤0.01%
+18,203
1380
$118K ﹤0.01%
51,850
1381
$117K ﹤0.01%
+12,750
1382
$116K ﹤0.01%
20,992
+4,441
1383
$114K ﹤0.01%
12,919
+25
1384
$114K ﹤0.01%
18,338
1385
$113K ﹤0.01%
+14,360
1386
$112K ﹤0.01%
16,275
+100
1387
$111K ﹤0.01%
23,438
-1,485
1388
$110K ﹤0.01%
+10,369
1389
$108K ﹤0.01%
15,905
+2,140
1390
$106K ﹤0.01%
34,990
-41
1391
$105K ﹤0.01%
2,949
1392
$103K ﹤0.01%
49,050
-3,000
1393
$97K ﹤0.01%
5,663
-438
1394
$97K ﹤0.01%
48,684
1395
$96K ﹤0.01%
31,037
1396
$93K ﹤0.01%
3,375
1397
$93K ﹤0.01%
12,400
-5,179
1398
$92K ﹤0.01%
26,225
+1,940
1399
$91K ﹤0.01%
7,934
+97
1400
$90K ﹤0.01%
56,832
+2,502
54 55
56
57 58