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
1801
$333K ﹤0.01%
30,419
-10,096
1802
$333K ﹤0.01%
3,037
+22
1803
$332K ﹤0.01%
14,535
-264
1804
$332K ﹤0.01%
23,867
+412
1805
$332K ﹤0.01%
+5,956
1806
$331K ﹤0.01%
14,557
-531
1807
$331K ﹤0.01%
12,841
-15,581
1808
$331K ﹤0.01%
11,493
-514
1809
$331K ﹤0.01%
34,251
+1,231
1810
$330K ﹤0.01%
2,537
+615
1811
$330K ﹤0.01%
4,710
-15,948
1812
$330K ﹤0.01%
22,387
-1,466
1813
$330K ﹤0.01%
+1,701
1814
$330K ﹤0.01%
2,551
-386
1815
$330K ﹤0.01%
+290
1816
$329K ﹤0.01%
26,308
+3
1817
$329K ﹤0.01%
2,122
+41
1818
$329K ﹤0.01%
34,320
-663
1819
$329K ﹤0.01%
27,348
+1,398
1820
$329K ﹤0.01%
2,804
-486
1821
$329K ﹤0.01%
+30,805
1822
$328K ﹤0.01%
4,175
+254
1823
$328K ﹤0.01%
13,799
+132
1824
$328K ﹤0.01%
13,803
-359
1825
$327K ﹤0.01%
11,518
+7
71 72
73
74 75