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
1551
$502K ﹤0.01%
2,823
+287
1552
$502K ﹤0.01%
17,807
-3
1553
$502K ﹤0.01%
10,470
-222
1554
$501K ﹤0.01%
25,723
+1,887
1555
$499K ﹤0.01%
540
-22
1556
$499K ﹤0.01%
24,377
-1,007
1557
$498K ﹤0.01%
44,422
+20,074
1558
$497K ﹤0.01%
13,116
-3,824
1559
$496K ﹤0.01%
68,094
1560
$495K ﹤0.01%
+17,943
1561
$494K ﹤0.01%
43,982
+13,840
1562
$494K ﹤0.01%
11,054
-9,923
1563
$494K ﹤0.01%
53,958
+15,459
1564
$493K ﹤0.01%
18,833
+5,025
1565
$493K ﹤0.01%
+1,981
1566
$493K ﹤0.01%
18,410
+5,061
1567
$493K ﹤0.01%
14,994
-619
1568
$492K ﹤0.01%
11,993
+3,396
1569
$490K ﹤0.01%
+23,012
1570
$488K ﹤0.01%
7,944
+511
1571
$488K ﹤0.01%
12,994
+474
1572
$486K ﹤0.01%
+9,788
1573
$486K ﹤0.01%
13,746
-243
1574
$484K ﹤0.01%
12,784
-369
1575
$482K ﹤0.01%
+1,883
61 62
63
64 65