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
2226
$24K ﹤0.01%
+131,782
2227
$23K ﹤0.01%
11,245
-4,390
2228
$23K ﹤0.01%
+11,640
2229
$23K ﹤0.01%
14,541
-9,706
2230
$22K ﹤0.01%
48,350
-11,025
2231
$21K ﹤0.01%
32,007
2232
$20K ﹤0.01%
434
-79
2233
$20K ﹤0.01%
14,410
-4,350
2234
$20K ﹤0.01%
11,020
-35,350
2235
$19K ﹤0.01%
14,257
+2,220
2236
$18K ﹤0.01%
4,308
2237
$18K ﹤0.01%
+10,563
2238
$17K ﹤0.01%
23
+7
2239
$17K ﹤0.01%
25,200
+13,000
2240
$16K ﹤0.01%
+53
2241
$16K ﹤0.01%
+345
2242
$16K ﹤0.01%
1,689
+323
2243
$14K ﹤0.01%
1,245
-5
2244
$14K ﹤0.01%
10,666
-43,912
2245
$14K ﹤0.01%
51,420
+70
2246
$14K ﹤0.01%
13,000
2247
$13K ﹤0.01%
30
-1
2248
$13K ﹤0.01%
252
+41
2249
$11K ﹤0.01%
13,559
2250
$11K ﹤0.01%
+2,071
88 89
90
91 92