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
1401
– –
0
1402
$88K ﹤0.01%
+15,514
1403
$88K ﹤0.01%
4,504
+390
1404
$81K ﹤0.01%
+10,320
1405
$79K ﹤0.01%
33,330
-15,469
1406
$78K ﹤0.01%
10,237
1407
$76K ﹤0.01%
+10,600
1408
$74K ﹤0.01%
17,456
1409
$72K ﹤0.01%
11,003
-350
1410
$72K ﹤0.01%
11,839
-200
1411
$71K ﹤0.01%
28,725
-818
1412
$70K ﹤0.01%
77,363
+60,000
1413
$68K ﹤0.01%
443
-371
1414
$67K ﹤0.01%
11,513
-3,219
1415
$66K ﹤0.01%
12,951
-1,720
1416
$63K ﹤0.01%
+10,135
1417
$61K ﹤0.01%
11,950
+1,000
1418
$60K ﹤0.01%
+1,049
1419
$57K ﹤0.01%
184
1420
$57K ﹤0.01%
2,542
1421
$56K ﹤0.01%
12,358
1422
$51K ﹤0.01%
20,475
+5,093
1423
$49K ﹤0.01%
10,000
1424
$48K ﹤0.01%
10,000
1425
$47K ﹤0.01%
1,132
+122
55 56
57
58 59