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
1401
$650K ﹤0.01%
15,801
+6,143
1402
$649K ﹤0.01%
15,291
-104,107
1403
$646K ﹤0.01%
16,235
-42,110
1404
$646K ﹤0.01%
27,000
1405
$644K ﹤0.01%
21,969
+1,239
1406
$642K ﹤0.01%
42,742
+19,738
1407
$641K ﹤0.01%
17,161
+1,548
1408
$640K ﹤0.01%
16,956
+1,655
1409
$639K ﹤0.01%
12,123
-1,072
1410
$639K ﹤0.01%
11,409
+1,442
1411
$635K ﹤0.01%
20,876
+2,129
1412
$634K ﹤0.01%
61,958
-10,679
1413
$634K ﹤0.01%
11,641
+2,050
1414
$634K ﹤0.01%
67,988
-4,574
1415
$633K ﹤0.01%
22,452
-5,190
1416
$632K ﹤0.01%
+7,580
1417
$631K ﹤0.01%
7,743
-3,526
1418
$629K ﹤0.01%
795
+51
1419
$629K ﹤0.01%
142,875
+5,218
1420
$626K ﹤0.01%
21,081
-6,306
1421
$626K ﹤0.01%
23,543
-765
1422
$625K ﹤0.01%
+31,097
1423
$624K ﹤0.01%
40,154
+4,876
1424
$622K ﹤0.01%
5,200
-1,853
1425
$622K ﹤0.01%
+631
55 56
57
58 59