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
1251
$818K 0.01%
28,419
-2,277
1252
$817K 0.01%
111,512
-17,941
1253
$815K 0.01%
13,947
-324
1254
$814K 0.01%
145,059
+47,627
1255
$813K 0.01%
17,000
-1,078
1256
$813K 0.01%
15,397
+3,451
1257
$812K 0.01%
30,722
+631
1258
$810K 0.01%
3,566
-205
1259
$809K 0.01%
4,201
-1,527
1260
$809K 0.01%
33,237
+7,031
1261
$808K 0.01%
+25,508
1262
$800K 0.01%
34,111
-1,230
1263
$800K 0.01%
30,508
+571
1264
$797K 0.01%
58,615
+8,031
1265
$796K 0.01%
+11,956
1266
$793K 0.01%
33,810
+36
1267
$792K 0.01%
31,492
+2,172
1268
$791K 0.01%
31,409
1269
$790K 0.01%
14,006
+2,127
1270
$788K 0.01%
15,532
+4,429
1271
$787K 0.01%
14,843
-556
1272
$787K 0.01%
10,315
-773
1273
$786K 0.01%
15,975
+7,657
1274
$785K 0.01%
360,252
+88,960
1275
$785K 0.01%
70,609
+3,017
49 50
51
52 53