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
2176
$197K ﹤0.01%
13,592
-333
2177
$197K ﹤0.01%
+3,745
2178
$197K ﹤0.01%
14,374
+12
2179
$196K ﹤0.01%
13,606
-142
2180
$195K ﹤0.01%
+10,118
2181
$194K ﹤0.01%
16,479
-1,033
2182
$193K ﹤0.01%
+10,409
2183
$193K ﹤0.01%
12,800
+8
2184
$190K ﹤0.01%
11,346
-909
2185
$188K ﹤0.01%
33,643
-6,043
2186
$186K ﹤0.01%
17,688
-744
2187
$185K ﹤0.01%
10,250
2188
$182K ﹤0.01%
20,513
-362
2189
$181K ﹤0.01%
+10,192
2190
$181K ﹤0.01%
+10,485
2191
$181K ﹤0.01%
15,135
2192
$181K ﹤0.01%
23,620
+10,220
2193
$180K ﹤0.01%
12,583
2194
$180K ﹤0.01%
70,172
-101,342
2195
$180K ﹤0.01%
12,112
-218
2196
$178K ﹤0.01%
24,554
+4,355
2197
$178K ﹤0.01%
23,834
+261
2198
$178K ﹤0.01%
13,635
+3
2199
$178K ﹤0.01%
12,462
2200
$177K ﹤0.01%
+11,470
86 87
88
89 90