Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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
+$87.9M
2
+$51.9M
3
+$44.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$40.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$28.9M

Top Sells

1
+$50.5M
2
+$41.1M
3
+$28.4M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$22.6M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$18.5M

Sector Composition

1 Technology 8.95%
2 Consumer Discretionary 4.49%
3 Healthcare 4.46%
4 Financials 4.28%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$116K ﹤0.01%
3,099
+119
2302
$115K ﹤0.01%
2,076
-97
2303
$114K ﹤0.01%
11,494
+5,437
2304
$113K ﹤0.01%
+12,138
2305
$113K ﹤0.01%
5,466
+356
2306
$112K ﹤0.01%
11,314
-15,251
2307
$111K ﹤0.01%
25,000
+5,000
2308
$110K ﹤0.01%
+32,496
2309
$110K ﹤0.01%
106,067
2310
$109K ﹤0.01%
10,550
-10,412
2311
$107K ﹤0.01%
11,509
+25
2312
$106K ﹤0.01%
20,719
+1,169
2313
$106K ﹤0.01%
16,350
+2,645
2314
$101K ﹤0.01%
12,691
2315
$99K ﹤0.01%
9,795
+4,927
2316
$97K ﹤0.01%
17,164
-10,000
2317
$97K ﹤0.01%
12,366
-796
2318
$96K ﹤0.01%
12,181
2319
$95K ﹤0.01%
32,858
-807
2320
$94K ﹤0.01%
3,041
-24
2321
$92K ﹤0.01%
+11,113
2322
$91K ﹤0.01%
19,244
-720
2323
$91K ﹤0.01%
19,766
2324
$90K ﹤0.01%
12,782
+1,731
2325
$90K ﹤0.01%
+12,394
91 92
93
94 95