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
1976
$264K ﹤0.01%
6,665
-181
1977
$263K ﹤0.01%
25,620
-3,145
1978
$263K ﹤0.01%
23,912
+718
1979
$263K ﹤0.01%
+4,563
1980
$263K ﹤0.01%
4,768
-25,146
1981
$263K ﹤0.01%
+2,168
1982
$263K ﹤0.01%
6,279
-292
1983
$262K ﹤0.01%
11,436
-488
1984
$262K ﹤0.01%
10,872
+300
1985
$262K ﹤0.01%
9,947
1986
$262K ﹤0.01%
4,138
+74
1987
$262K ﹤0.01%
4,316
-6,678
1988
$261K ﹤0.01%
11,978
+1,810
1989
$261K ﹤0.01%
+21,317
1990
$261K ﹤0.01%
14,406
+818
1991
$261K ﹤0.01%
16,160
-7,722
1992
$260K ﹤0.01%
+8,183
1993
$260K ﹤0.01%
29,263
+4,209
1994
$260K ﹤0.01%
8,778
-5,409
1995
$260K ﹤0.01%
6,119
+114
1996
$259K ﹤0.01%
+12,390
1997
$259K ﹤0.01%
+8,480
1998
$259K ﹤0.01%
10,987
+1,155
1999
$259K ﹤0.01%
+15,712
2000
$259K ﹤0.01%
+9,500
78 79
80
81 82