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
2251
$10K ﹤0.01%
25,299
-3,154
2252
$8K ﹤0.01%
21,740
-2,598
2253
$8K ﹤0.01%
2
2254
$8K ﹤0.01%
3,409
-575
2255
$7K ﹤0.01%
29,169
-1,430
2256
$7K ﹤0.01%
19,665
+9,428
2257
$6K ﹤0.01%
15,000
2258
$6K ﹤0.01%
15,063
+2,725
2259
$5K ﹤0.01%
1,470
2260
$4K ﹤0.01%
226
-8
2261
$4K ﹤0.01%
42
-1
2262
$3K ﹤0.01%
16,863
2263
$2K ﹤0.01%
755
2264
– –
-13,327
2265
– –
-3,172
2266
– –
-22,608
2267
– –
-1,052
2268
– –
-8,101
2269
– –
-14,306
2270
– –
-5,947
2271
– –
-15,671
2272
– –
-10,586
2273
– –
-5,712
2274
– –
-4,758
2275
– –
-4,026
89 90
91
92 93