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
2351
$71K ﹤0.01%
+11,463
2352
$71K ﹤0.01%
100,000
2353
$70K ﹤0.01%
2,438
+63
2354
$69K ﹤0.01%
14,099
+710
2355
$69K ﹤0.01%
16,575
-1,000
2356
$67K ﹤0.01%
+11,050
2357
$67K ﹤0.01%
38,089
-1,568
2358
$67K ﹤0.01%
20,000
2359
$67K ﹤0.01%
+12,293
2360
$66K ﹤0.01%
10,431
-30,894
2361
$66K ﹤0.01%
+16,500
2362
$64K ﹤0.01%
1,496
-790
2363
$64K ﹤0.01%
12,486
+718
2364
$64K ﹤0.01%
+32,223
2365
$62K ﹤0.01%
19,054
+5,242
2366
$59K ﹤0.01%
1,514
2367
$58K ﹤0.01%
+4,332
2368
$58K ﹤0.01%
115,760
2369
$57K ﹤0.01%
11,919
-958
2370
$57K ﹤0.01%
2,067
+301
2371
$55K ﹤0.01%
15,140
+3,500
2372
$54K ﹤0.01%
704
2373
$54K ﹤0.01%
+2,270
2374
$51K ﹤0.01%
17,596
+1,829
2375
$50K ﹤0.01%
11,000
93 94
95
96 97