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
2326
$89K ﹤0.01%
6,114
-490
2327
$88K ﹤0.01%
11,269
+138
2328
$87K ﹤0.01%
24,978
+218
2329
$85K ﹤0.01%
1,293
2330
$84K ﹤0.01%
11,854
-935
2331
$83K ﹤0.01%
17,866
+7,820
2332
$82K ﹤0.01%
13,083
+6
2333
$81K ﹤0.01%
+16,137
2334
$80K ﹤0.01%
+31,688
2335
$80K ﹤0.01%
10,110
2336
$79K ﹤0.01%
10,944
+399
2337
$79K ﹤0.01%
3,357
-69
2338
$78K ﹤0.01%
+17,398
2339
$78K ﹤0.01%
14,635
+2,413
2340
$77K ﹤0.01%
11,910
+1,600
2341
$75K ﹤0.01%
+10,689
2342
$74K ﹤0.01%
11,736
+200
2343
$74K ﹤0.01%
10,600
2344
$73K ﹤0.01%
12,832
-244
2345
$73K ﹤0.01%
12,000
2346
$73K ﹤0.01%
10,000
2347
$72K ﹤0.01%
44,700
2348
$72K ﹤0.01%
+10,271
2349
$72K ﹤0.01%
32,311
2350
$72K ﹤0.01%
21,690
-487
92 93
94
95 96