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
1226
$838K 0.01%
46,376
-20,818
1227
$837K 0.01%
28,110
-13,460
1228
$836K 0.01%
40,445
+13,395
1229
$833K 0.01%
16,300
+1,392
1230
$832K 0.01%
18,645
-979
1231
$831K 0.01%
+4,177
1232
$829K 0.01%
11,398
-459
1233
$827K 0.01%
17,240
+1,297
1234
$827K 0.01%
138,570
+4,139
1235
$827K 0.01%
32,835
-1,567
1236
$826K 0.01%
46,730
+6,115
1237
$825K 0.01%
7,236
-2,222
1238
$825K 0.01%
31,792
-31
1239
$824K 0.01%
2,976
+770
1240
$823K 0.01%
+34,942
1241
$822K 0.01%
+9,457
1242
$821K 0.01%
12,843
+379
1243
$821K 0.01%
49,414
+1,417
1244
$820K 0.01%
11,389
+789
1245
$820K 0.01%
66,613
-9,451
1246
$820K 0.01%
8,446
-4,943
1247
$819K 0.01%
32,842
+21,935
1248
$819K 0.01%
8,885
-3,583
1249
$818K 0.01%
84,491
-18,476
1250
$818K 0.01%
76,613
+483
48 49
50
51 52