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
1426
$622K ﹤0.01%
16,330
+363
1427
$621K ﹤0.01%
202,927
-1,897
1428
$621K ﹤0.01%
10,019
-596
1429
$621K ﹤0.01%
35,398
+6,774
1430
$619K ﹤0.01%
15,324
-5,757
1431
$618K ﹤0.01%
1,679
+177
1432
$617K ﹤0.01%
18,449
1433
$617K ﹤0.01%
11,318
-1,537
1434
$616K ﹤0.01%
15,238
-4,408
1435
$616K ﹤0.01%
7,996
+644
1436
$615K ﹤0.01%
10,781
-264
1437
$614K ﹤0.01%
27,625
-1,350
1438
$614K ﹤0.01%
4,224
+163
1439
$613K ﹤0.01%
21,420
-8,184
1440
$612K ﹤0.01%
77,438
+4
1441
$611K ﹤0.01%
34,521
+3,027
1442
$610K ﹤0.01%
51,161
-41,697
1443
$608K ﹤0.01%
56,435
+60
1444
$607K ﹤0.01%
6,855
+800
1445
$607K ﹤0.01%
95,118
+44,060
1446
$606K ﹤0.01%
24,303
-484
1447
$604K ﹤0.01%
24,144
-999
1448
$604K ﹤0.01%
19,593
-460
1449
$604K ﹤0.01%
4,352
+897
1450
$603K ﹤0.01%
23,548
+1,247
56 57
58
59 60