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
1901
$293K ﹤0.01%
5,374
-285
1902
$293K ﹤0.01%
4,574
-1,728
1903
$292K ﹤0.01%
16,201
-4,660
1904
$292K ﹤0.01%
30,630
+9,973
1905
$291K ﹤0.01%
5,658
-2,510
1906
$291K ﹤0.01%
+21,852
1907
$290K ﹤0.01%
20,796
1908
$290K ﹤0.01%
5,655
+594
1909
$290K ﹤0.01%
5,694
-96
1910
$289K ﹤0.01%
3,804
-65
1911
$289K ﹤0.01%
+15,040
1912
$289K ﹤0.01%
22,613
-16,463
1913
$288K ﹤0.01%
6,265
-52
1914
$288K ﹤0.01%
22,674
+42
1915
$288K ﹤0.01%
3,291
-351
1916
$287K ﹤0.01%
2,630
+28
1917
$287K ﹤0.01%
+1,278
1918
$287K ﹤0.01%
12,288
-10,480
1919
$286K ﹤0.01%
11,922
-146,949
1920
$286K ﹤0.01%
+1,133
1921
$286K ﹤0.01%
24,464
1922
$286K ﹤0.01%
29,455
-737
1923
$285K ﹤0.01%
36,753
-191
1924
$285K ﹤0.01%
2,686
+212
1925
$285K ﹤0.01%
63,446
+6,219
75 76
77
78 79