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
1851
$313K ﹤0.01%
+8,771
1852
$312K ﹤0.01%
10,567
-9,161
1853
$312K ﹤0.01%
37,055
-2,055
1854
$311K ﹤0.01%
24,049
+3,280
1855
$311K ﹤0.01%
+4,189
1856
$311K ﹤0.01%
15,118
-1,078
1857
$311K ﹤0.01%
13,117
-822
1858
$311K ﹤0.01%
2,220
+38
1859
$311K ﹤0.01%
8,284
-662
1860
$311K ﹤0.01%
+15,735
1861
$310K ﹤0.01%
8,436
+61
1862
$309K ﹤0.01%
3,675
-127
1863
$309K ﹤0.01%
13,626
-3,632
1864
$308K ﹤0.01%
21,330
-234
1865
$308K ﹤0.01%
+11,723
1866
$308K ﹤0.01%
367,914
+4,173
1867
$306K ﹤0.01%
5,368
-516
1868
$306K ﹤0.01%
56,037
+10,375
1869
$304K ﹤0.01%
37,452
+4,000
1870
$304K ﹤0.01%
3,262
-64
1871
$304K ﹤0.01%
33,990
+12,071
1872
$304K ﹤0.01%
28,223
-280
1873
$304K ﹤0.01%
+14,559
1874
$304K ﹤0.01%
+8,047
1875
$303K ﹤0.01%
14,674
+469
73 74
75
76 77