We are live on ! Find out more
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
2526
– –
-4,226
2527
– –
-14,148
2528
– –
-16,825
2529
– –
-4,027
2530
– –
-19,000
2531
– –
-11,268
2532
– –
-11,150
2533
– –
-7,521
2534
– –
-230,498
2535
– –
-11,588
2536
– –
-12,066
2537
– –
-4,088
2538
– –
-10,618
2539
– –
-12,632
2540
– –
-6,578
2541
– –
-2,411
2542
– –
-43,755
2543
– –
-3,813
2544
– –
-11,078
2545
– –
-11,453
2546
– –
-16,573
2547
– –
-11,929
2548
– –
-16,463
98 99 100 101
102