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
1826
$326K ﹤0.01%
+7,986
1827
$326K ﹤0.01%
34,898
+2,217
1828
$326K ﹤0.01%
26,755
+3,348
1829
$325K ﹤0.01%
5,670
-2,477
1830
$325K ﹤0.01%
75
-19
1831
$324K ﹤0.01%
1,110
+159
1832
$324K ﹤0.01%
7,994
+2,287
1833
$324K ﹤0.01%
12,240
-6,841
1834
$324K ﹤0.01%
24,386
+666
1835
$324K ﹤0.01%
17,742
-4,041
1836
$323K ﹤0.01%
4,078
-792
1837
$322K ﹤0.01%
16,589
-745
1838
$321K ﹤0.01%
6,203
+1,317
1839
$320K ﹤0.01%
1,614
+35
1840
$320K ﹤0.01%
9,814
+203
1841
$320K ﹤0.01%
4,474
+458
1842
$320K ﹤0.01%
6,031
-11,993
1843
$319K ﹤0.01%
62,652
+30,867
1844
$319K ﹤0.01%
+24,296
1845
$318K ﹤0.01%
15,600
-1,095
1846
$316K ﹤0.01%
14,686
+2,310
1847
$315K ﹤0.01%
76,408
-2,147
1848
$314K ﹤0.01%
+6,090
1849
$314K ﹤0.01%
12,556
+1,156
1850
$313K ﹤0.01%
9,471
+27
72 73
74
75 76