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
1451
$602K ﹤0.01%
3,174
-21
1452
$602K ﹤0.01%
41,733
+3,200
1453
$600K ﹤0.01%
32,311
+840
1454
$599K ﹤0.01%
4,777
+1
1455
$598K ﹤0.01%
+15,744
1456
$595K ﹤0.01%
19,771
+2,885
1457
$594K ﹤0.01%
+21,650
1458
$594K ﹤0.01%
20,190
+2,503
1459
$592K ﹤0.01%
53,172
+2,126
1460
$591K ﹤0.01%
63,310
-22,108
1461
$591K ﹤0.01%
25,163
-4,888
1462
$589K ﹤0.01%
6,755
-825
1463
$589K ﹤0.01%
10,236
-10,050
1464
$587K ﹤0.01%
22,446
1465
$586K ﹤0.01%
19,193
+3,894
1466
$585K ﹤0.01%
15,860
-2,735
1467
$585K ﹤0.01%
16,919
+1,969
1468
$585K ﹤0.01%
6,998
-7,081
1469
$585K ﹤0.01%
36,583
-40,527
1470
$582K ﹤0.01%
25,780
+1,432
1471
$581K ﹤0.01%
26,537
+2,150
1472
$581K ﹤0.01%
25,204
-4,855
1473
$579K ﹤0.01%
10,600
+570
1474
$578K ﹤0.01%
1,759
-45
1475
$578K ﹤0.01%
+28,155
57 58
59
60 61