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
1776
$343K ﹤0.01%
25,423
+5
1777
$343K ﹤0.01%
7,700
-2,854
1778
$343K ﹤0.01%
11,644
-2,096
1779
$342K ﹤0.01%
17,021
+6,673
1780
$341K ﹤0.01%
+40,064
1781
$340K ﹤0.01%
14,035
-4,033
1782
$340K ﹤0.01%
14,216
-224
1783
$340K ﹤0.01%
28,487
+2,520
1784
$340K ﹤0.01%
13,157
-11,879
1785
$340K ﹤0.01%
8,321
-268
1786
$340K ﹤0.01%
4,317
-268
1787
$340K ﹤0.01%
38,407
+4,505
1788
$339K ﹤0.01%
+8,105
1789
$339K ﹤0.01%
4,293
+73
1790
$339K ﹤0.01%
1,720
-39
1791
$337K ﹤0.01%
21,841
+3,791
1792
$337K ﹤0.01%
63,842
-3,003
1793
$337K ﹤0.01%
10,694
-1,170
1794
$336K ﹤0.01%
20,613
-2,453
1795
$336K ﹤0.01%
24,687
1796
$335K ﹤0.01%
15,962
+2,588
1797
$334K ﹤0.01%
2,413
+101
1798
$334K ﹤0.01%
14,054
-3,585
1799
$334K ﹤0.01%
8,568
+1,588
1800
$333K ﹤0.01%
13,354
-9,142
70 71
72
73 74