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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$87.9M
2
+$51.9M
3
+$44.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$40.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.9M

Top Sells

1
+$50.5M
2
+$41.1M
3
+$28.4M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$22.6M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$18.5M

Sector Composition

1 Technology 8.95%
2 Consumer Discretionary 4.49%
3 Healthcare 4.46%
4 Financials 4.28%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-14,874
2502
– –
-15,236
2503
– –
-11,197
2504
– –
-1,089
2505
– –
-33,120
2506
– –
-9,804
2507
– –
-16,737
2508
– –
-98,223
2509
– –
-43,400
2510
– –
-19,665
2511
– –
-12,776
2512
– –
-17,789
2513
– –
-10,050
2514
– –
-55,196
2515
– –
-16,518
2516
– –
-10,463
2517
– –
-13,082
2518
– –
-20,274
2519
– –
-11,694
2520
– –
-15,063
2521
– –
-31,855
2522
– –
-36,815
2523
– –
-13,068
2524
– –
-10,783
2525
– –
-335
98 99 100
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