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
1326
$724K 0.01%
21,630
-1,490
1327
$723K 0.01%
19,713
+3,443
1328
$723K 0.01%
59,400
-719
1329
$722K 0.01%
10,249
+28
1330
$722K 0.01%
81,804
-300
1331
$722K 0.01%
27,853
+1,320
1332
$717K 0.01%
14,718
+1,170
1333
$716K 0.01%
54,248
-10,433
1334
$716K 0.01%
16,749
-2,488
1335
$713K 0.01%
25,587
-99,001
1336
$712K 0.01%
+18,794
1337
$712K 0.01%
27,158
-12,254
1338
$710K 0.01%
108,017
+57,478
1339
$707K 0.01%
25,901
-5,510
1340
$705K 0.01%
18,413
+1,627
1341
$704K 0.01%
18,687
-1,959
1342
$702K 0.01%
33,819
+982
1343
$700K 0.01%
13,406
+3,912
1344
$699K 0.01%
19,980
+145
1345
$698K 0.01%
3,220
+404
1346
$697K 0.01%
56,793
-759,294
1347
$696K 0.01%
16,539
+33
1348
$693K 0.01%
7,309
+1,067
1349
$693K 0.01%
56,261
-5,000
1350
$692K 0.01%
44,106
+10,060
52 53
54
55 56