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
2276
$131K ﹤0.01%
16,016
+1,664
2277
$130K ﹤0.01%
31,375
-2,550
2278
$130K ﹤0.01%
+5,770
2279
$129K ﹤0.01%
10,518
+494
2280
$129K ﹤0.01%
13,353
-6,596
2281
$129K ﹤0.01%
16,503
+4,846
2282
$127K ﹤0.01%
19,034
+104
2283
$127K ﹤0.01%
11,078
-683
2284
$127K ﹤0.01%
14,790
+2,557
2285
$126K ﹤0.01%
49,165
+490
2286
$126K ﹤0.01%
10,969
-4,963
2287
$126K ﹤0.01%
13,424
+3,232
2288
$125K ﹤0.01%
14,367
+341
2289
$125K ﹤0.01%
48,205
-2,550
2290
$122K ﹤0.01%
19,000
-500
2291
$122K ﹤0.01%
23,962
+1,669
2292
$122K ﹤0.01%
+11,223
2293
$122K ﹤0.01%
+11,816
2294
$121K ﹤0.01%
13,246
+1,289
2295
$121K ﹤0.01%
5,143
+256
2296
$121K ﹤0.01%
10,306
-336
2297
$121K ﹤0.01%
12,783
-613
2298
$119K ﹤0.01%
103,050
+60,000
2299
$119K ﹤0.01%
2,898
-174
2300
$118K ﹤0.01%
14,532
+132
90 91
92
93 94