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
1376
$667K 0.01%
17,307
-2,271
1377
$665K 0.01%
8,150
+78
1378
$664K 0.01%
5,813
-1,741
1379
$664K 0.01%
63,545
-3,452
1380
$664K 0.01%
31,963
+19,631
1381
$663K 0.01%
22,213
+82
1382
$661K 0.01%
+21,770
1383
$661K 0.01%
24,695
1384
$661K 0.01%
15,475
+10
1385
$660K 0.01%
16,616
-5,816
1386
$659K 0.01%
56,428
+20,212
1387
$658K ﹤0.01%
14,095
-1,619
1388
$658K ﹤0.01%
22,255
-325
1389
$657K ﹤0.01%
77,845
+4,863
1390
$656K ﹤0.01%
27,844
1391
$656K ﹤0.01%
+24,090
1392
$656K ﹤0.01%
15,630
+9,325
1393
$656K ﹤0.01%
26,436
+1,291
1394
$654K ﹤0.01%
118,492
+38,654
1395
$654K ﹤0.01%
27,484
+3,160
1396
$652K ﹤0.01%
7,342
+10
1397
$651K ﹤0.01%
32,383
-582
1398
$651K ﹤0.01%
5,613
+4,523
1399
$650K ﹤0.01%
+23,915
1400
$650K ﹤0.01%
16,658
-5,642
54 55
56
57 58