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
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-8,807
2302
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2303
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2304
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2305
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2306
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2307
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-6,042
2308
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2309
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-6,611
2310
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-9,722
2311
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-10,170
2312
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-14,728
2313
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-948
2314
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2315
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2316
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-510
2317
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2318
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2319
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2320
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2321
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-9,756
2322
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2323
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2324
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-39,639
2325
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-4,360
91 92
93
94 95