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
1501
– –
-10,609
1502
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-6,802
1503
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-21,431
1504
– –
-29,280
1505
– –
-2,920
1506
– –
-79,711
1507
– –
-28,152
1508
– –
-5,504
1509
– –
-69,500
1510
– –
-7,425
1511
– –
-6,762
1512
– –
-12,129
1513
– –
-43,727
1514
– –
-6,651
1515
– –
-19,178
1516
– –
-10,606
1517
– –
-49,072
1518
– –
-25,125
1519
– –
-10,947
1520
– –
-29,924
1521
– –
-11,800
1522
– –
-35,820
1523
– –
-20,000
1524
– –
-30,000
1525
– –
-8,167
59 60
61
62 63