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
2126
$214K ﹤0.01%
11,671
+20
2127
$214K ﹤0.01%
+2,600
2128
$213K ﹤0.01%
9,984
-28,880
2129
$213K ﹤0.01%
+5,003
2130
$213K ﹤0.01%
+4,965
2131
$213K ﹤0.01%
1,019
-515
2132
$213K ﹤0.01%
+15,100
2133
$212K ﹤0.01%
+8,989
2134
$212K ﹤0.01%
8,311
-904
2135
$212K ﹤0.01%
12,128
-154
2136
$212K ﹤0.01%
15,690
-1,327
2137
$212K ﹤0.01%
16,525
+5,785
2138
$211K ﹤0.01%
+3,298
2139
$211K ﹤0.01%
+9,229
2140
$211K ﹤0.01%
+6,563
2141
$210K ﹤0.01%
20,537
-28
2142
$209K ﹤0.01%
2,048
-634
2143
$209K ﹤0.01%
11,148
+604
2144
$209K ﹤0.01%
+12,500
2145
$208K ﹤0.01%
29,267
+2,101
2146
$208K ﹤0.01%
4,760
-52
2147
$208K ﹤0.01%
12,920
-22,578
2148
$207K ﹤0.01%
+8,070
2149
$207K ﹤0.01%
6,411
-1,807
2150
$207K ﹤0.01%
+7,683
84 85
86
87 88