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
$10.4B
AUM Growth
-$2.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,568
New
Increased
Reduced
Closed

Top Buys

1
+$80.7M
2
+$47.3M
3
+$44.7M
4
BND icon
Vanguard Total Bond Market
BND
+$37M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$27.8M

Top Sells

1
+$94M
2
+$30.1M
3
+$28.6M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$20.1M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$18.8M

Sector Composition

1 Technology 7.95%
2 Healthcare 4.79%
3 Financials 4.53%
4 Consumer Discretionary 3.82%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-8,486
2502
– –
-69,552
2503
– –
-7,977
2504
– –
-7,337
2505
– –
-81,548
2506
– –
-3,001
2507
– –
-8,894
2508
– –
-4,791
2509
– –
-327,624
2510
– –
-5,992
2511
– –
-49,173
2512
– –
-7,198
2513
– –
-34,068
2514
– –
-15,541
2515
– –
-6,918
2516
– –
-7,123
2517
– –
-37,104
2518
– –
-12,236
2519
– –
-11,474
2520
– –
-6,894
2521
– –
-10,759
2522
– –
-4,336
2523
– –
-16,170
2524
– –
-9,853
2525
– –
-10,483
99 100
101
102 103