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
1951
$274K ﹤0.01%
1,572
+123
1952
$272K ﹤0.01%
10,369
-8,760
1953
$272K ﹤0.01%
4,656
-6,237
1954
$272K ﹤0.01%
10,587
1955
$272K ﹤0.01%
30,640
+9,322
1956
$271K ﹤0.01%
+11,825
1957
$271K ﹤0.01%
5,148
-2,958
1958
$270K ﹤0.01%
49,720
+521
1959
$270K ﹤0.01%
26,440
+2,808
1960
$270K ﹤0.01%
+43,015
1961
$269K ﹤0.01%
27,051
+1,051
1962
$269K ﹤0.01%
+8,919
1963
$269K ﹤0.01%
2,345
-604
1964
$269K ﹤0.01%
30,045
1965
$267K ﹤0.01%
13,445
-600
1966
$267K ﹤0.01%
10,989
-3,958
1967
$267K ﹤0.01%
13,172
-215
1968
$267K ﹤0.01%
3,912
+391
1969
$267K ﹤0.01%
+7,409
1970
$266K ﹤0.01%
10,795
+506
1971
$266K ﹤0.01%
+3,862
1972
$265K ﹤0.01%
11,550
+1,809
1973
$264K ﹤0.01%
42,655
+12,815
1974
$264K ﹤0.01%
+17,918
1975
$264K ﹤0.01%
6,899
+688
77 78
79
80 81