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
1426
$44K ﹤0.01%
1,899
-450
1427
$42K ﹤0.01%
10
1428
$40K ﹤0.01%
+11,019
1429
$34K ﹤0.01%
19,727
1430
$33K ﹤0.01%
10,079
1431
$33K ﹤0.01%
+1,559
1432
$33K ﹤0.01%
+15,819
1433
$30K ﹤0.01%
+2,785
1434
$27K ﹤0.01%
3,613
1435
$26K ﹤0.01%
18,000
1436
$24K ﹤0.01%
11,985
+1,209
1437
$23K ﹤0.01%
+11,800
1438
$22K ﹤0.01%
101
-13
1439
$22K ﹤0.01%
36,950
1440
$21K ﹤0.01%
34,200
+20,000
1441
$20K ﹤0.01%
+10,350
1442
$19K ﹤0.01%
15
+2
1443
$18K ﹤0.01%
8,822
-400
1444
$15K ﹤0.01%
+12,000
1445
$13K ﹤0.01%
44
-4
1446
$13K ﹤0.01%
1
1447
$13K ﹤0.01%
+12,664
1448
$13K ﹤0.01%
10,876
-1,450
1449
$8K ﹤0.01%
2,029
1450
$7K ﹤0.01%
750
56 57
58
59 60