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
1101
$1.04M 0.01%
5,048
+3,366
1102
$1.04M 0.01%
42,956
+3,178
1103
$1.04M 0.01%
3,115
+381
1104
$1.04M 0.01%
89,925
+14,543
1105
$1.04M 0.01%
61,423
+5,609
1106
$1.04M 0.01%
20,295
+3,263
1107
$1.03M 0.01%
3,293
+394
1108
$1.03M 0.01%
28,046
-107,178
1109
$1.03M 0.01%
90,718
-44,704
1110
$1.03M 0.01%
24,602
+16,787
1111
$1.03M 0.01%
3,778
+684
1112
$1.02M 0.01%
19,666
-6,815
1113
$1.02M 0.01%
8,503
-38,031
1114
$1.02M 0.01%
16,460
+4,644
1115
$1M 0.01%
96,125
+7,312
1116
$1M 0.01%
75,419
-12,890
1117
$1M 0.01%
42,714
-9,881
1118
$994K 0.01%
38,952
+10,454
1119
$994K 0.01%
14,535
+4,447
1120
$993K 0.01%
98,344
-12,132
1121
$992K 0.01%
19,295
-864
1122
$991K 0.01%
14,940
+4,499
1123
$989K 0.01%
4,134
+883
1124
$989K 0.01%
56,457
-3,049
1125
$985K 0.01%
11,152
-2,648
43 44
45
46 47