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
2376
$49K ﹤0.01%
29
-1
2377
$48K ﹤0.01%
3,110
-55
2378
$48K ﹤0.01%
19,172
+339
2379
$47K ﹤0.01%
726
-211
2380
$45K ﹤0.01%
+1,253
2381
$43K ﹤0.01%
12,438
-4,493
2382
$41K ﹤0.01%
17,769
+3,735
2383
$41K ﹤0.01%
+11,931
2384
$40K ﹤0.01%
17,755
-1,537
2385
$40K ﹤0.01%
+4,000
2386
$38K ﹤0.01%
11,787
-2,470
2387
$37K ﹤0.01%
538
+193
2388
$37K ﹤0.01%
10,416
+140
2389
$36K ﹤0.01%
+25,278
2390
$34K ﹤0.01%
15,209
+200
2391
$33K ﹤0.01%
10,000
2392
$33K ﹤0.01%
+11,339
2393
$33K ﹤0.01%
525
-20
2394
$32K ﹤0.01%
+13,302
2395
$32K ﹤0.01%
3,502
-230
2396
$32K ﹤0.01%
15,163
+4,600
2397
$30K ﹤0.01%
11,180
-1,609
2398
$29K ﹤0.01%
4,619
-713
2399
$29K ﹤0.01%
25,066
-134
2400
$29K ﹤0.01%
+24,241
94 95
96
97 98