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
1626
$444K ﹤0.01%
13,051
-3,628
1627
$442K ﹤0.01%
+12,190
1628
$442K ﹤0.01%
1,930
+5
1629
$441K ﹤0.01%
4,272
+348
1630
$440K ﹤0.01%
13,005
+1,626
1631
$439K ﹤0.01%
16,615
+385
1632
$438K ﹤0.01%
42,859
+235
1633
$438K ﹤0.01%
9,126
-4,516
1634
$438K ﹤0.01%
17,688
-22
1635
$435K ﹤0.01%
10,114
+1,436
1636
$434K ﹤0.01%
30,358
+6,637
1637
$434K ﹤0.01%
76,925
+550
1638
$434K ﹤0.01%
59,272
-13,471
1639
$433K ﹤0.01%
19,423
+146
1640
$433K ﹤0.01%
71,416
+8,375
1641
$432K ﹤0.01%
14,607
+1,887
1642
$432K ﹤0.01%
33,664
+2,449
1643
$431K ﹤0.01%
6,566
-165
1644
$430K ﹤0.01%
19,411
+5,077
1645
$430K ﹤0.01%
5,004
1646
$429K ﹤0.01%
4,801
+293
1647
$428K ﹤0.01%
14,866
-4,693
1648
$427K ﹤0.01%
+16,370
1649
$427K ﹤0.01%
38,981
+153
1650
$426K ﹤0.01%
12,856
-1,862
64 65
66
67 68