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
2526
– –
-11,245
2527
– –
-7,275
2528
– –
-6,264
2529
– –
-10,666
2530
– –
-24,686
2531
– –
-10,478
2532
– –
-21,350
2533
– –
-15,400
2534
– –
-9,555
2535
– –
-15,985
2536
– –
-11,357
2537
– –
-10,519
2538
– –
-10,302
2539
– –
-23,435
2540
– –
-14,874
2541
– –
-15,236
2542
– –
-11,197
2543
– –
-1,089
2544
– –
-33,120
2545
– –
-9,804
2546
– –
-16,737
2547
– –
-98,223
2548
– –
-43,400
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