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
1501
$544K ﹤0.01%
9,944
-5,848
1502
$543K ﹤0.01%
10,279
-4,550
1503
$542K ﹤0.01%
53,874
-1,742
1504
$540K ﹤0.01%
16,829
+95
1505
$540K ﹤0.01%
39,050
+13,535
1506
$537K ﹤0.01%
20,726
-7,750
1507
$536K ﹤0.01%
4,397
+453
1508
$534K ﹤0.01%
7,996
-1,282
1509
$534K ﹤0.01%
4,805
-480
1510
$532K ﹤0.01%
2,730
-415
1511
$532K ﹤0.01%
11,070
+2,414
1512
$531K ﹤0.01%
+20,572
1513
$530K ﹤0.01%
24,849
+13,290
1514
$529K ﹤0.01%
21,726
+2,440
1515
$529K ﹤0.01%
50,530
+8,392
1516
$529K ﹤0.01%
13,028
+4,301
1517
$526K ﹤0.01%
24,763
+1,659
1518
$526K ﹤0.01%
17,850
-2,207
1519
$526K ﹤0.01%
22,873
+970
1520
$526K ﹤0.01%
5,914
-6,401
1521
$526K ﹤0.01%
19,010
-938
1522
$525K ﹤0.01%
+18,708
1523
$522K ﹤0.01%
+4,231
1524
$522K ﹤0.01%
11,334
-14,306
1525
$522K ﹤0.01%
10,117
+36
59 60
61
62 63