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
1626
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-28,467
1627
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-4,994
1628
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-15,813
1629
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-50,663
1630
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-5,028
1631
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-5,102
1632
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-4,094
1633
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-17,991
1634
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-4,025
1635
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-2,905
1636
– –
-66,319
1637
– –
-7,957
1638
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-11,700
1639
– –
-7,273
1640
– –
-13,674
1641
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-15,996
1642
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-6,778
1643
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-6,230
1644
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-11,652
1645
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-8,094
1646
– –
-8,931
1647
– –
-10,288
1648
– –
-8,498
1649
– –
-3,660
1650
– –
-5,957
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