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 4.46%
4 Financials 4.28%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$239K ﹤0.01%
13,098
+211
2052
$239K ﹤0.01%
18,783
+6,364
2053
$239K ﹤0.01%
48,647
-538
2054
$239K ﹤0.01%
8,743
-9
2055
$239K ﹤0.01%
8,452
+20
2056
$239K ﹤0.01%
12,117
+366
2057
$238K ﹤0.01%
+7,021
2058
$238K ﹤0.01%
125,255
-490
2059
$238K ﹤0.01%
24,073
+11,818
2060
$238K ﹤0.01%
+4,600
2061
$237K ﹤0.01%
+5,212
2062
$237K ﹤0.01%
+7,157
2063
$236K ﹤0.01%
11,736
+661
2064
$236K ﹤0.01%
+1,246
2065
$236K ﹤0.01%
22,782
2066
$235K ﹤0.01%
+4,146
2067
$235K ﹤0.01%
26,204
+9,672
2068
$235K ﹤0.01%
23,383
+2,092
2069
$234K ﹤0.01%
10,650
2070
$233K ﹤0.01%
+558
2071
$233K ﹤0.01%
+3,212
2072
$233K ﹤0.01%
23,542
+11,893
2073
$232K ﹤0.01%
4,420
-3,608
2074
$231K ﹤0.01%
56,679
-1,058
2075
$230K ﹤0.01%
+10,987
81 82
83
84 85