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
2401
$29K ﹤0.01%
32,007
2402
$29K ﹤0.01%
690
+256
2403
$29K ﹤0.01%
14,541
2404
$28K ﹤0.01%
10,472
-1,404
2405
$26K ﹤0.01%
+19,000
2406
$26K ﹤0.01%
+29,150
2407
$25K ﹤0.01%
51,350
-70
2408
$25K ﹤0.01%
+19,491
2409
$24K ﹤0.01%
76,042
-27,640
2410
$22K ﹤0.01%
+10,000
2411
$22K ﹤0.01%
30
+7
2412
$22K ﹤0.01%
4,308
2413
$22K ﹤0.01%
1,758
+69
2414
$22K ﹤0.01%
14,210
-200
2415
$22K ﹤0.01%
+19,790
2416
$21K ﹤0.01%
15,000
2417
$21K ﹤0.01%
75,793
-55,989
2418
$20K ﹤0.01%
70
+17
2419
$20K ﹤0.01%
48,350
2420
$20K ﹤0.01%
235
-17
2421
$19K ﹤0.01%
+1
2422
$19K ﹤0.01%
1,631
-440
2423
$18K ﹤0.01%
+510
2424
$18K ﹤0.01%
+764
2425
$18K ﹤0.01%
+13,055
95 96
97
98 99