Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$92.6M
2
+$57.3M
3
+$44.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$40.6M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.6M

Top Sells

1
+$50.5M
2
+$41.1M
3
+$28.4M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$22.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$19.7M

Sector Composition

1 Technology 8.95%
2 Consumer Discretionary 4.49%
3 Healthcare 4.47%
4 Financials 4.27%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-17,789
2502
– –
-10,050
2503
– –
-55,196
2504
– –
-16,518
2505
– –
-10,463
2506
– –
-13,082
2507
– –
-20,274
2508
– –
-11,694
2509
– –
-15,063
2510
– –
-31,855
2511
– –
-36,815
2512
– –
-10,126
2513
– –
-11,078
2514
– –
-11,453
2515
– –
-16,573
2516
– –
-11,929
2517
– –
-26,831
2518
– –
-226
2519
– –
-16,463
2520
– –
-12,242
2521
– –
-1,313
2522
– –
-2,046
2523
– –
-34,950
2524
– –
-6,470
2525
– –
-2,902
98 99 100
101
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