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
1526
$522K ﹤0.01%
12,272
+126
1527
$521K ﹤0.01%
18,189
+3,238
1528
$521K ﹤0.01%
26,635
+6,508
1529
$521K ﹤0.01%
7,149
-484
1530
$519K ﹤0.01%
10,284
-711
1531
$519K ﹤0.01%
12,704
-1,066
1532
$519K ﹤0.01%
5,644
1533
$518K ﹤0.01%
19,255
1534
$518K ﹤0.01%
5,932
-1,082
1535
$517K ﹤0.01%
8,953
+489
1536
$517K ﹤0.01%
63,881
+32,430
1537
$516K ﹤0.01%
32,527
+2,016
1538
$515K ﹤0.01%
158
+32
1539
$515K ﹤0.01%
281,234
+20,503
1540
$514K ﹤0.01%
46,684
+2,263
1541
$513K ﹤0.01%
20,261
+1,936
1542
$512K ﹤0.01%
3,040
-100
1543
$512K ﹤0.01%
10,345
+4,031
1544
$511K ﹤0.01%
4,119
+1,612
1545
$509K ﹤0.01%
37,360
+1,431
1546
$509K ﹤0.01%
20,360
+283
1547
$508K ﹤0.01%
3,119
+1,550
1548
$507K ﹤0.01%
+18,297
1549
$507K ﹤0.01%
35,481
-376
1550
$504K ﹤0.01%
22,323
+3,557
60 61
62
63 64