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
1476
– –
-56,745
1477
– –
-6,359
1478
– –
-11,496
1479
– –
-14,333
1480
– –
-12,684
1481
– –
-17,023
1482
– –
-4,077
1483
– –
-5,902
1484
– –
-10,334
1485
– –
-43,252
1486
– –
-3,474
1487
– –
-17,596
1488
– –
-10,520
1489
– –
-73,152
1490
– –
-3,131
1491
– –
-3,799
1492
– –
-45,905
1493
– –
-5,452
1494
– –
-5,957
1495
– –
-61,029
1496
– –
-12,300
1497
– –
-2,639
1498
– –
-15,002
1499
– –
-4,717
1500
– –
-20,292
58 59
60
61 62