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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.48B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,675
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$50.3M
3
+$43.7M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$31.3M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$25.4M

Top Sells

1
+$86.5M
2
+$30M
3
+$27.3M
4
BND icon
Vanguard Total Bond Market
BND
+$21.7M
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$20M

Sector Composition

1 Healthcare 4.33%
2 Consumer Staples 4.25%
3 Industrials 3.9%
4 Energy 3.75%
5 Financials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$4K ﹤0.01%
413
1427
$4K ﹤0.01%
15
1428
– –
-10,499
1429
– –
-5,724
1430
– –
-45,096
1431
– –
-121,289
1432
– –
-42,935
1433
– –
-1,669
1434
– –
-16,197
1435
– –
-20,920
1436
– –
-5,214
1437
– –
-2,386
1438
– –
-11,365
1439
– –
-11,500
1440
– –
-106,047
1441
– –
-4,774
1442
– –
-17,208
1443
– –
-2,489
1444
– –
-5,536
1445
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-15,032
1446
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-2,289
1447
– –
-1,603
1448
– –
-5,174
1449
– –
-3,665
1450
– –
-4,360
56 57
58
59 60