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
1751
$359K ﹤0.01%
11,948
+1,739
1752
$356K ﹤0.01%
+13,813
1753
$356K ﹤0.01%
+9,666
1754
$356K ﹤0.01%
14,879
+3,779
1755
$356K ﹤0.01%
17,648
+3,160
1756
$355K ﹤0.01%
13,229
-4,798
1757
$355K ﹤0.01%
20,687
-7,738
1758
$355K ﹤0.01%
8,320
-7,197
1759
$355K ﹤0.01%
5,286
-242
1760
$352K ﹤0.01%
28,948
-2,903
1761
$352K ﹤0.01%
4,631
+385
1762
$351K ﹤0.01%
22,157
-1,713
1763
$351K ﹤0.01%
70,357
-1,225
1764
$351K ﹤0.01%
7,096
+240
1765
$350K ﹤0.01%
15,407
+2,082
1766
$349K ﹤0.01%
7,865
-86
1767
$349K ﹤0.01%
13,077
-253
1768
$348K ﹤0.01%
12,615
+1,965
1769
$348K ﹤0.01%
3,493
-112
1770
$348K ﹤0.01%
27,026
+161
1771
$348K ﹤0.01%
3,887
-9,676
1772
$346K ﹤0.01%
15,485
-7,245
1773
$346K ﹤0.01%
41,214
+1,903
1774
$345K ﹤0.01%
48,419
1775
$344K ﹤0.01%
29,168
+1,703
69 70
71
72 73