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
1701
$383K ﹤0.01%
10,624
+2,593
1702
$382K ﹤0.01%
18,382
+685
1703
$382K ﹤0.01%
33,237
+1,709
1704
$380K ﹤0.01%
7,680
+395
1705
$378K ﹤0.01%
15,488
-6,010
1706
$377K ﹤0.01%
+2,969
1707
$376K ﹤0.01%
43,222
-2,092
1708
$375K ﹤0.01%
1,338
-74
1709
$375K ﹤0.01%
9,007
-2,246
1710
$375K ﹤0.01%
9,497
-795
1711
$375K ﹤0.01%
34,748
-73
1712
$374K ﹤0.01%
1,549
+22
1713
$373K ﹤0.01%
+49,865
1714
$373K ﹤0.01%
3,362
+592
1715
$373K ﹤0.01%
+5,721
1716
$373K ﹤0.01%
15,691
-8,133
1717
$373K ﹤0.01%
+12,829
1718
$373K ﹤0.01%
21,278
-4,261
1719
$372K ﹤0.01%
10,044
+833
1720
$371K ﹤0.01%
+2,285
1721
$371K ﹤0.01%
+20,635
1722
$371K ﹤0.01%
692
+79
1723
$371K ﹤0.01%
6,944
1724
$370K ﹤0.01%
8,673
-399
1725
$370K ﹤0.01%
41,535
-2,765
67 68
69
70 71