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
2401
– –
-8,973
2402
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-11,293
2403
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-10,358
2404
– –
-44,619
2405
– –
0
2406
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-13,493
2407
– –
-9,340
2408
– –
-7,783
2409
– –
-13,611
2410
– –
-1,448
2411
– –
-13,384
2412
– –
-17,914
2413
– –
-6,970
2414
– –
-2,230
2415
– –
-5,310
2416
– –
-4,360
2417
– –
-5,713
2418
– –
-5,376
2419
– –
-110,899
2420
– –
-12,117
2421
– –
-12,964
2422
– –
-13,327
2423
– –
-3,172
2424
– –
-22,608
2425
– –
-1,052
95 96
97
98 99