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
1876
$303K ﹤0.01%
6,435
-222
1877
$303K ﹤0.01%
7,808
+76
1878
$303K ﹤0.01%
8,350
-531
1879
$302K ﹤0.01%
5,040
-1,478
1880
$301K ﹤0.01%
1,526
-211
1881
$301K ﹤0.01%
18,314
-1,728
1882
$301K ﹤0.01%
11,582
-1,849
1883
$300K ﹤0.01%
3,012
+97
1884
$299K ﹤0.01%
3,756
-1,029
1885
$299K ﹤0.01%
+6,324
1886
$299K ﹤0.01%
16,000
+5,500
1887
$299K ﹤0.01%
1,189
-177
1888
$299K ﹤0.01%
+3,374
1889
$299K ﹤0.01%
8,920
-165
1890
$298K ﹤0.01%
4,200
-404
1891
$298K ﹤0.01%
4,689
-3,336
1892
$297K ﹤0.01%
3,782
1893
$297K ﹤0.01%
8,498
+842
1894
$296K ﹤0.01%
1,438
+57
1895
$296K ﹤0.01%
39,972
+6,700
1896
$295K ﹤0.01%
10,109
-10,059
1897
$295K ﹤0.01%
+7,918
1898
$295K ﹤0.01%
+2,981
1899
$294K ﹤0.01%
+3,718
1900
$294K ﹤0.01%
7,091
74 75
76
77 78