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
1601
$461K ﹤0.01%
5,953
+586
1602
$460K ﹤0.01%
29,021
-10,617
1603
$459K ﹤0.01%
19,470
-15,530
1604
$458K ﹤0.01%
76,126
+3,149
1605
$458K ﹤0.01%
+7,936
1606
$458K ﹤0.01%
13,008
-26,378
1607
$457K ﹤0.01%
62,262
-67,952
1608
$457K ﹤0.01%
8,351
+2,009
1609
$457K ﹤0.01%
5,510
+2,576
1610
$456K ﹤0.01%
9,537
+3,720
1611
$456K ﹤0.01%
6,160
+48
1612
$455K ﹤0.01%
46,696
+2,317
1613
$455K ﹤0.01%
7,906
+2,362
1614
$454K ﹤0.01%
7,262
-759
1615
$453K ﹤0.01%
21,710
+4,130
1616
$452K ﹤0.01%
8,741
+4,517
1617
$452K ﹤0.01%
27,296
+5,234
1618
$450K ﹤0.01%
7,351
+1,574
1619
$450K ﹤0.01%
23,312
-702
1620
$450K ﹤0.01%
25,772
1621
$450K ﹤0.01%
+33,150
1622
$448K ﹤0.01%
35,196
-441
1623
$446K ﹤0.01%
14,033
-2,106
1624
$445K ﹤0.01%
32,692
+294
1625
$445K ﹤0.01%
39,034
-8,467
63 64
65
66 67