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
2151
$206K ﹤0.01%
+3,297
2152
$206K ﹤0.01%
+6,176
2153
$206K ﹤0.01%
+4,216
2154
$206K ﹤0.01%
+7,560
2155
$205K ﹤0.01%
+5,217
2156
$205K ﹤0.01%
+8,069
2157
$205K ﹤0.01%
5,865
-953
2158
$204K ﹤0.01%
14,290
-900
2159
$204K ﹤0.01%
+11,369
2160
$203K ﹤0.01%
29,045
+3,462
2161
$203K ﹤0.01%
3,725
-1,482
2162
$202K ﹤0.01%
+6,013
2163
$202K ﹤0.01%
+6,955
2164
$202K ﹤0.01%
868
-1,345
2165
$202K ﹤0.01%
+5,106
2166
$201K ﹤0.01%
+5,789
2167
$201K ﹤0.01%
49,534
-7,651
2168
$200K ﹤0.01%
+5,617
2169
$199K ﹤0.01%
15,853
-1,107
2170
$199K ﹤0.01%
12,590
+2,000
2171
$199K ﹤0.01%
+11,540
2172
$199K ﹤0.01%
46,527
+10,191
2173
$198K ﹤0.01%
27,138
+6,180
2174
$198K ﹤0.01%
+29,745
2175
$198K ﹤0.01%
+88,219
85 86
87
88 89