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
1651
$426K ﹤0.01%
55,926
-547
1652
$426K ﹤0.01%
+23,106
1653
$425K ﹤0.01%
9,546
-105
1654
$425K ﹤0.01%
19,164
-19,491
1655
$424K ﹤0.01%
6,411
-779
1656
$423K ﹤0.01%
7,197
+1,136
1657
$422K ﹤0.01%
15,643
-278
1658
$420K ﹤0.01%
3,094
-518
1659
$420K ﹤0.01%
1,002
+28
1660
$418K ﹤0.01%
+10,265
1661
$417K ﹤0.01%
14,422
-525
1662
$417K ﹤0.01%
35,199
+1,846
1663
$416K ﹤0.01%
31,527
+1,973
1664
$415K ﹤0.01%
18,658
+337
1665
$415K ﹤0.01%
15,366
+737
1666
$415K ﹤0.01%
18,444
1667
$414K ﹤0.01%
+16,694
1668
$414K ﹤0.01%
22,101
+631
1669
$412K ﹤0.01%
46,450
+11,800
1670
$412K ﹤0.01%
41,488
+9,026
1671
$410K ﹤0.01%
42,231
+1,824
1672
$410K ﹤0.01%
19,433
+8,383
1673
$409K ﹤0.01%
+12,420
1674
$409K ﹤0.01%
4,432
+606
1675
$408K ﹤0.01%
2,473
+476
65 66
67
68 69