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
1276
$784K 0.01%
37,644
-820
1277
$784K 0.01%
78,209
+14,672
1278
$783K 0.01%
57,700
+14,175
1279
$783K 0.01%
19,305
+12,582
1280
$782K 0.01%
19,647
+3,252
1281
$782K 0.01%
30,694
1282
$778K 0.01%
22,332
-191
1283
$775K 0.01%
28,177
+4,322
1284
$775K 0.01%
29,385
-3,926
1285
$774K 0.01%
28,175
+3,133
1286
$772K 0.01%
5,029
+741
1287
$769K 0.01%
14,882
+1,904
1288
$765K 0.01%
42,002
+1,346
1289
$764K 0.01%
10,188
-5,187
1290
$764K 0.01%
12,460
-3,617
1291
$762K 0.01%
22,398
-1,582
1292
$762K 0.01%
11,679
-2,950
1293
$759K 0.01%
15,218
-23,005
1294
$758K 0.01%
24,765
-948
1295
$757K 0.01%
2,317
+1,483
1296
$756K 0.01%
27,883
-1,388
1297
$754K 0.01%
17,169
+7,567
1298
$753K 0.01%
6,145
+217
1299
$752K 0.01%
79,792
-466
1300
$752K 0.01%
107,595
+25,477
50 51
52
53 54