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
1151
$941K 0.01%
19,565
+368
1152
$940K 0.01%
30,180
+17,680
1153
$940K 0.01%
40,535
-5,706
1154
$936K 0.01%
39,312
+177
1155
$935K 0.01%
10,890
-15
1156
$935K 0.01%
33,869
+4,388
1157
$932K 0.01%
4,089
+275
1158
$931K 0.01%
113,396
+28,729
1159
$929K 0.01%
26,449
+3,186
1160
$929K 0.01%
11,478
+1,291
1161
$926K 0.01%
12,566
-3,088
1162
$925K 0.01%
66,407
-2,245
1163
$924K 0.01%
+39,098
1164
$922K 0.01%
93,936
+8,060
1165
$921K 0.01%
95,777
+25,629
1166
$921K 0.01%
26,794
+6,875
1167
$920K 0.01%
96,653
-1,494
1168
$920K 0.01%
61,500
-29,409
1169
$915K 0.01%
11,746
+3,053
1170
$915K 0.01%
9,325
+2,745
1171
$915K 0.01%
682
+124
1172
$915K 0.01%
38,378
-14,238
1173
$913K 0.01%
7,882
+824
1174
$912K 0.01%
8,493
+1,922
1175
$911K 0.01%
7,468
+251
45 46
47
48 49