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
1576
$481K ﹤0.01%
134,239
-152
1577
$480K ﹤0.01%
67,310
+2,356
1578
$479K ﹤0.01%
38,846
+17,741
1579
$479K ﹤0.01%
24,326
+4,795
1580
$478K ﹤0.01%
5,117
+183
1581
$478K ﹤0.01%
8,084
-376
1582
$477K ﹤0.01%
+2,406
1583
$476K ﹤0.01%
61,721
-1,134
1584
$475K ﹤0.01%
3,925
-104
1585
$474K ﹤0.01%
30,828
+9,263
1586
$474K ﹤0.01%
23,624
+2,394
1587
$474K ﹤0.01%
15,765
-905
1588
$473K ﹤0.01%
12,988
-34
1589
$471K ﹤0.01%
10,508
-3,657
1590
$470K ﹤0.01%
6,401
+498
1591
$470K ﹤0.01%
11,926
+111
1592
$468K ﹤0.01%
4,774
+359
1593
$467K ﹤0.01%
41,791
+5,153
1594
$467K ﹤0.01%
+8,959
1595
$466K ﹤0.01%
+14,550
1596
$466K ﹤0.01%
36,867
+432
1597
$465K ﹤0.01%
459
+5
1598
$463K ﹤0.01%
38,355
+5,106
1599
$462K ﹤0.01%
5,694
+725
1600
$462K ﹤0.01%
15,119
+2,196
62 63
64
65 66