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
1726
$369K ﹤0.01%
24,728
+415
1727
$369K ﹤0.01%
+3,299
1728
$369K ﹤0.01%
25,144
+914
1729
$369K ﹤0.01%
4,072
+128
1730
$368K ﹤0.01%
5,376
+1,547
1731
$367K ﹤0.01%
18,522
-368
1732
$367K ﹤0.01%
20,961
+70
1733
$366K ﹤0.01%
+7,900
1734
$366K ﹤0.01%
16,582
-833
1735
$365K ﹤0.01%
29,643
-25
1736
$365K ﹤0.01%
+825
1737
$365K ﹤0.01%
5,789
-651
1738
$363K ﹤0.01%
+7,082
1739
$363K ﹤0.01%
97,990
+1,202
1740
$363K ﹤0.01%
+2,938
1741
$362K ﹤0.01%
23,159
-2,008
1742
$362K ﹤0.01%
22,339
+5,255
1743
$361K ﹤0.01%
32,897
+6,702
1744
$361K ﹤0.01%
6,001
-318
1745
$361K ﹤0.01%
4,919
+122
1746
$360K ﹤0.01%
19,977
+3,195
1747
$360K ﹤0.01%
26,053
-125
1748
$360K ﹤0.01%
26,655
+7,775
1749
$359K ﹤0.01%
4,017
-5
1750
$359K ﹤0.01%
8,718
+112
68 69
70
71 72