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
1926
$284K ﹤0.01%
26,092
+12,032
1927
$284K ﹤0.01%
30,615
-2,178
1928
$283K ﹤0.01%
+26,030
1929
$283K ﹤0.01%
13,280
-25
1930
$283K ﹤0.01%
24,093
1931
$282K ﹤0.01%
7,423
-196
1932
$282K ﹤0.01%
19,692
+5,537
1933
$281K ﹤0.01%
+3,419
1934
$281K ﹤0.01%
20,878
-1,699
1935
$280K ﹤0.01%
11,406
+111
1936
$280K ﹤0.01%
+4,687
1937
$277K ﹤0.01%
7,102
+1
1938
$277K ﹤0.01%
+2,820
1939
$277K ﹤0.01%
3,980
-1,290
1940
$277K ﹤0.01%
20,881
+932
1941
$277K ﹤0.01%
21,490
-7,961
1942
$276K ﹤0.01%
29,698
-2,330
1943
$276K ﹤0.01%
+9,283
1944
$276K ﹤0.01%
1,616
-27
1945
$276K ﹤0.01%
+10,920
1946
$275K ﹤0.01%
+10,241
1947
$275K ﹤0.01%
20,131
-36
1948
$275K ﹤0.01%
+7,637
1949
$275K ﹤0.01%
790
-60
1950
$275K ﹤0.01%
18,423
76 77
78
79 80