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
2076
$230K ﹤0.01%
8,235
-4,348
2077
$230K ﹤0.01%
+25,040
2078
$230K ﹤0.01%
+20,545
2079
$230K ﹤0.01%
+4,787
2080
$229K ﹤0.01%
+12,863
2081
$229K ﹤0.01%
9,832
-5,031
2082
$229K ﹤0.01%
+3,480
2083
$229K ﹤0.01%
7,399
-2,029
2084
$228K ﹤0.01%
44,798
+14,490
2085
$228K ﹤0.01%
18,811
-713
2086
$228K ﹤0.01%
210,040
-8,480
2087
$228K ﹤0.01%
1,754
-66
2088
$228K ﹤0.01%
+5,668
2089
$227K ﹤0.01%
+9,726
2090
$227K ﹤0.01%
+7,133
2091
$227K ﹤0.01%
+9,167
2092
$226K ﹤0.01%
7,380
+42
2093
$226K ﹤0.01%
6,777
+26
2094
$226K ﹤0.01%
11,561
+1,309
2095
$226K ﹤0.01%
12,388
-148
2096
$226K ﹤0.01%
+10,820
2097
$226K ﹤0.01%
8,932
2098
$225K ﹤0.01%
8,789
-14,898
2099
$225K ﹤0.01%
+4,385
2100
$225K ﹤0.01%
+14,511
82 83
84
85 86