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
1201
$874K 0.01%
18,554
-3,595
1202
$871K 0.01%
+11,013
1203
$870K 0.01%
45,271
+2,695
1204
$865K 0.01%
11,900
+3,400
1205
$865K 0.01%
21,012
+2,666
1206
$864K 0.01%
39,678
+15,935
1207
$864K 0.01%
+10,450
1208
$862K 0.01%
34,532
-461
1209
$862K 0.01%
8,827
+2,962
1210
$862K 0.01%
47,983
+12,689
1211
$861K 0.01%
11,046
-1,024
1212
$856K 0.01%
17,711
+1,383
1213
$855K 0.01%
22,878
+4,338
1214
$853K 0.01%
11,608
+7,780
1215
$853K 0.01%
11,451
+3,929
1216
$849K 0.01%
29,069
-930
1217
$849K 0.01%
13,022
+6,241
1218
$847K 0.01%
34,464
-22,815
1219
$845K 0.01%
42,211
+5,418
1220
$844K 0.01%
6,737
+1,262
1221
$844K 0.01%
2,319
-1
1222
$842K 0.01%
11,942
-180
1223
$841K 0.01%
16,853
+1,525
1224
$838K 0.01%
10,052
+836
1225
$838K 0.01%
27,759
-21
47 48
49
50 51