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
2301
– –
-8,807
2302
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-8,600
2303
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-8,584
2304
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-15,802
2305
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-9,186
2306
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-15,056
2307
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-13,497
2308
– –
-3,773
2309
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-1,385
2310
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-11,500
2311
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-3,276
2312
– –
-8,645
2313
– –
-7,064
2314
– –
-40,297
2315
– –
-12,643
2316
– –
-12,492
2317
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-4,255
2318
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-5,680
2319
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-1,882
2320
– –
-4,842
2321
– –
-2,339
2322
– –
-10,399
2323
– –
-22,380
2324
– –
-2,108
2325
– –
-10,650
91 92
93
94 95