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
2251
$144K ﹤0.01%
18,111
-1,420
2252
$144K ﹤0.01%
11,465
+16
2253
$143K ﹤0.01%
13,970
+587
2254
$143K ﹤0.01%
10,403
-53,662
2255
$143K ﹤0.01%
17,323
+23
2256
$141K ﹤0.01%
12,075
-84
2257
$141K ﹤0.01%
15,900
+3,756
2258
$140K ﹤0.01%
8,755
+550
2259
$139K ﹤0.01%
19,676
+784
2260
$139K ﹤0.01%
10,249
-546
2261
$139K ﹤0.01%
13,529
+600
2262
$138K ﹤0.01%
+11,569
2263
$138K ﹤0.01%
19,755
2264
$138K ﹤0.01%
+626
2265
$137K ﹤0.01%
14,850
-1,239
2266
$137K ﹤0.01%
+13,452
2267
$137K ﹤0.01%
11,244
+481
2268
$137K ﹤0.01%
16,113
+4,088
2269
$136K ﹤0.01%
13,184
+376
2270
$136K ﹤0.01%
12,556
+194
2271
$134K ﹤0.01%
+12,784
2272
$134K ﹤0.01%
23,731
-45,870
2273
$134K ﹤0.01%
12,965
-406
2274
$133K ﹤0.01%
18,663
+350
2275
$132K ﹤0.01%
+10,397
89 90
91
92 93