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
2201
$174K ﹤0.01%
+17,462
2202
$172K ﹤0.01%
12,678
2203
$172K ﹤0.01%
280
-5
2204
$171K ﹤0.01%
18,451
-2,436
2205
$170K ﹤0.01%
38,332
-96
2206
$170K ﹤0.01%
37,449
+542
2207
$170K ﹤0.01%
18,928
+6,411
2208
$169K ﹤0.01%
10,760
-90
2209
$169K ﹤0.01%
21,863
+7,842
2210
$168K ﹤0.01%
15,969
+248
2211
$168K ﹤0.01%
14,381
-3
2212
$168K ﹤0.01%
2,428
+100
2213
$167K ﹤0.01%
11,656
+668
2214
$167K ﹤0.01%
+17,310
2215
$167K ﹤0.01%
30,600
+1,000
2216
$166K ﹤0.01%
12,232
-3,508
2217
$165K ﹤0.01%
22,973
-2,463
2218
$164K ﹤0.01%
+10,256
2219
$164K ﹤0.01%
13,632
2220
$163K ﹤0.01%
13,582
-4,343
2221
$163K ﹤0.01%
12,336
2222
$162K ﹤0.01%
13,616
2223
$161K ﹤0.01%
16,179
+1,512
2224
$161K ﹤0.01%
+11,750
2225
$161K ﹤0.01%
44,672
+5,615
87 88
89
90 91