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
2026
$251K ﹤0.01%
22,175
+3,737
2027
$251K ﹤0.01%
21,787
+212
2028
$251K ﹤0.01%
+6,070
2029
$250K ﹤0.01%
166,953
+6,214
2030
$250K ﹤0.01%
3,558
+76
2031
$249K ﹤0.01%
8,505
+609
2032
$249K ﹤0.01%
+1,882
2033
$248K ﹤0.01%
7,991
-2,798
2034
$248K ﹤0.01%
19,397
-641
2035
$248K ﹤0.01%
+5,781
2036
$247K ﹤0.01%
+11,667
2037
$246K ﹤0.01%
+10,565
2038
$246K ﹤0.01%
2,474
-14
2039
$246K ﹤0.01%
10,990
2040
$245K ﹤0.01%
+1,357
2041
$244K ﹤0.01%
2,862
-99
2042
$243K ﹤0.01%
+1,129
2043
$242K ﹤0.01%
+7,585
2044
$242K ﹤0.01%
28,579
-9,578
2045
$242K ﹤0.01%
50,101
-5,028
2046
$241K ﹤0.01%
+8,995
2047
$241K ﹤0.01%
+1,696
2048
$240K ﹤0.01%
52,024
-83,054
2049
$240K ﹤0.01%
+7,485
2050
$240K ﹤0.01%
+12,170
80 81
82
83 84