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
1501
– –
-11,285
1502
– –
-5,536
1503
– –
-38,326
1504
– –
-8,318
1505
– –
-10,205
1506
– –
-11,964
1507
– –
-5,968
1508
– –
-7,227
1509
– –
-13,856
1510
– –
-5,518
1511
– –
-14,664
1512
– –
-5,050
1513
– –
-21,588
1514
– –
-10,320
1515
– –
-9,334
1516
– –
-34,462
1517
– –
-7,484
1518
– –
-10,763
1519
– –
-14,167
1520
– –
-40,625
1521
– –
-57,000
1522
– –
-20,000
1523
– –
-37,798
1524
– –
-3,503
1525
– –
-12,542
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