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
2101
$224K ﹤0.01%
5,498
-4,322
2102
$224K ﹤0.01%
3,470
+14
2103
$224K ﹤0.01%
+1,965
2104
$224K ﹤0.01%
+1,284
2105
$223K ﹤0.01%
1,222
+213
2106
$223K ﹤0.01%
10,157
+48
2107
$222K ﹤0.01%
2,362
-130
2108
$222K ﹤0.01%
1,218
-260
2109
$222K ﹤0.01%
10,359
-306
2110
$222K ﹤0.01%
15,281
2111
$222K ﹤0.01%
+7,712
2112
$222K ﹤0.01%
13,837
-308
2113
$221K ﹤0.01%
4,373
-222
2114
$220K ﹤0.01%
+4,547
2115
$220K ﹤0.01%
16,600
-163
2116
$219K ﹤0.01%
2,534
-387
2117
$218K ﹤0.01%
+11,282
2118
$218K ﹤0.01%
+1,897
2119
$218K ﹤0.01%
+8,828
2120
$217K ﹤0.01%
4,899
-1,166
2121
$217K ﹤0.01%
+15,162
2122
$216K ﹤0.01%
+8,430
2123
$216K ﹤0.01%
+6,520
2124
$215K ﹤0.01%
+2,660
2125
$215K ﹤0.01%
+5,340
83 84
85
86 87