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
2326
– –
-8,619
2327
– –
-8,759
2328
– –
-4,846
2329
– –
-7,512
2330
– –
-11,096
2331
– –
-3,394
2332
– –
-8,000
2333
– –
-2,932
2334
– –
-2,254
2335
– –
-8,376
2336
– –
-29,433
2337
– –
-4,935
2338
– –
-5,162
2339
– –
-8,217
2340
– –
-13,103
2341
– –
-8,959
2342
– –
-6,359
2343
– –
-11,715
2344
– –
-2,372
2345
– –
-6,650
2346
– –
-12,349
2347
– –
-11,139
2348
– –
-4,125
2349
– –
-20,468
2350
– –
-27,217
92 93
94
95 96