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
1301
$752K 0.01%
+29,335
1302
$751K 0.01%
3,693
+2,212
1303
$750K 0.01%
+16,204
1304
$749K 0.01%
53,728
+856
1305
$747K 0.01%
48,922
+9,240
1306
$744K 0.01%
17,502
+5,703
1307
$744K 0.01%
17,521
+9,442
1308
$743K 0.01%
60,260
+24,598
1309
$742K 0.01%
51,268
+2,348
1310
$742K 0.01%
38,490
+3,200
1311
$739K 0.01%
138,574
1312
$736K 0.01%
3,833
+232
1313
$735K 0.01%
49,940
+4,623
1314
$735K 0.01%
3,705
-617
1315
$735K 0.01%
4,476
+625
1316
$734K 0.01%
54,593
-159
1317
$733K 0.01%
14,360
+2,505
1318
$733K 0.01%
113,841
-33,553
1319
$729K 0.01%
119,568
-3,269
1320
$728K 0.01%
23,075
+3,754
1321
$728K 0.01%
42,126
-2,300
1322
$727K 0.01%
+18,152
1323
$727K 0.01%
26,522
-5,680
1324
$725K 0.01%
25,681
-691
1325
$724K 0.01%
+33,802
51 52
53
54 55