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
1476
$577K ﹤0.01%
+28,229
1477
$576K ﹤0.01%
21,812
+202
1478
$576K ﹤0.01%
5,163
+902
1479
$575K ﹤0.01%
7,812
-27
1480
$573K ﹤0.01%
23,229
-6,092
1481
$572K ﹤0.01%
9,863
-4,122
1482
$570K ﹤0.01%
+10,317
1483
$570K ﹤0.01%
+5,311
1484
$569K ﹤0.01%
24,211
+1,075
1485
$568K ﹤0.01%
52,108
+16,272
1486
$568K ﹤0.01%
28,135
-20,532
1487
$565K ﹤0.01%
10,825
-1,790
1488
$563K ﹤0.01%
21,488
+4,459
1489
$562K ﹤0.01%
12,542
+221
1490
$558K ﹤0.01%
19,358
+5,102
1491
$556K ﹤0.01%
118,272
+5,457
1492
$555K ﹤0.01%
17,996
+6,073
1493
$555K ﹤0.01%
18,485
+1,104
1494
$553K ﹤0.01%
2,197
+594
1495
$553K ﹤0.01%
9,105
-1,166
1496
$552K ﹤0.01%
4,852
+184
1497
$551K ﹤0.01%
12,266
+2,136
1498
$551K ﹤0.01%
20,420
+555
1499
$549K ﹤0.01%
89,496
-18,771
1500
$545K ﹤0.01%
31,093
+6,095
58 59
60
61 62