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
2526
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-19,588
2527
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-4,873
2528
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-8,228
2529
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2530
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2531
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-11,985
2532
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-5,518
2533
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2534
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-4,741
2535
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-41,776
2536
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-5,779
2537
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-4,009
2538
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-16,984
2539
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-10,250
2540
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-10,250
2541
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2542
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2543
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2544
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2545
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-13,497
2546
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-3,773
2547
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2548
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-11,500
2549
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-3,276
2550
– –
-8,645
99 100 101
102
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