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
1601
– –
-5,954
1602
– –
-6,432
1603
– –
-3,846
1604
– –
-222,922
1605
– –
-4,454
1606
– –
-12,300
1607
– –
-6,396
1608
– –
-26,219
1609
– –
-5,100
1610
– –
-6,365
1611
– –
-5,698
1612
– –
-44,069
1613
– –
-4,833
1614
– –
-1,832
1615
– –
-6,302
1616
– –
-3,654
1617
– –
-24,030
1618
– –
-15,073
1619
– –
-7,995
1620
– –
-8,380
1621
– –
-27,744
1622
– –
-22,337
1623
– –
-51,176
1624
– –
-2,450
1625
– –
-8,038
63 64
65
66 67