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
$3.48B
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
1476
– –
-50,561
1477
– –
-35,210
1478
– –
-15,446
1479
– –
-9,796
1480
– –
-72,773
1481
– –
-17,560
1482
– –
-7,104
1483
– –
-3,227
1484
– –
-10,101
1485
– –
-15,800
1486
– –
-500
1487
– –
-7,944
1488
– –
-9,655
1489
– –
-14,786
1490
– –
-6,745
1491
– –
-14,155
1492
– –
-33,991
1493
– –
-10,114
1494
– –
-10,949
1495
– –
-10,402
1496
– –
-12,306
1497
– –
-4,400
1498
– –
-2,133
1499
– –
-2
1500
– –
-4,406
58 59
60
61 62