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
1676
$407K ﹤0.01%
12,894
+942
1677
$407K ﹤0.01%
75,826
+54,276
1678
$407K ﹤0.01%
+331,120
1679
$406K ﹤0.01%
13,390
-10
1680
$405K ﹤0.01%
14,265
+162
1681
$405K ﹤0.01%
+2,049
1682
$404K ﹤0.01%
8,341
+108
1683
$402K ﹤0.01%
18,443
+2,027
1684
$401K ﹤0.01%
5,684
-20,156
1685
$400K ﹤0.01%
6,602
+263
1686
$399K ﹤0.01%
4,737
-2,103
1687
$397K ﹤0.01%
15,440
-4,260
1688
$396K ﹤0.01%
6,685
+417
1689
$395K ﹤0.01%
13,364
-1,779
1690
$394K ﹤0.01%
6,636
-778
1691
$393K ﹤0.01%
10,109
+1,214
1692
$392K ﹤0.01%
8,672
-1,128
1693
$390K ﹤0.01%
36,754
-32,935
1694
$389K ﹤0.01%
2,495
1695
$388K ﹤0.01%
+7,600
1696
$387K ﹤0.01%
11,928
+68
1697
$385K ﹤0.01%
8,893
-28,290
1698
$385K ﹤0.01%
24,636
+6,118
1699
$385K ﹤0.01%
48,461
-9,952
1700
$384K ﹤0.01%
+8,658
66 67
68
69 70