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
2226
$160K ﹤0.01%
17,700
-1,000
2227
$160K ﹤0.01%
+19,678
2228
$159K ﹤0.01%
6,958
-3,239
2229
$159K ﹤0.01%
19,382
-4,000
2230
$158K ﹤0.01%
+10,319
2231
$157K ﹤0.01%
16,296
2232
$156K ﹤0.01%
+10,707
2233
$155K ﹤0.01%
16,137
-1,781
2234
$154K ﹤0.01%
15,612
+1,708
2235
$152K ﹤0.01%
19,395
-2,747
2236
$151K ﹤0.01%
20,997
-1,900
2237
$151K ﹤0.01%
+11,816
2238
$150K ﹤0.01%
13,103
+230
2239
$150K ﹤0.01%
+14,857
2240
$150K ﹤0.01%
+20,919
2241
$150K ﹤0.01%
15,152
+315
2242
$149K ﹤0.01%
14,959
-1,004
2243
$148K ﹤0.01%
15,479
-3,800
2244
$148K ﹤0.01%
18,686
+2,725
2245
$148K ﹤0.01%
+19,068
2246
$147K ﹤0.01%
20,585
-477
2247
$147K ﹤0.01%
+11,539
2248
$146K ﹤0.01%
10,627
+144
2249
$144K ﹤0.01%
20,831
-2,875
2250
$144K ﹤0.01%
19,972
-6,473
88 89
90
91 92