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
2426
$18K ﹤0.01%
1,245
2427
$18K ﹤0.01%
13,559
2428
$18K ﹤0.01%
+11,000
2429
$17K ﹤0.01%
+13,785
2430
– –
0
2431
$17K ﹤0.01%
13,000
2432
$16K ﹤0.01%
3
+1
2433
$16K ﹤0.01%
12,550
+1,530
2434
$14K ﹤0.01%
+187
2435
$14K ﹤0.01%
22,035
-3,264
2436
$13K ﹤0.01%
+500
2437
$11K ﹤0.01%
2,609
-800
2438
$9K ﹤0.01%
12,322
-9,418
2439
$8K ﹤0.01%
+10,000
2440
$8K ﹤0.01%
+11,775
2441
$7K ﹤0.01%
1,470
2442
$6K ﹤0.01%
42
2443
$6K ﹤0.01%
21,104
+4,241
2444
$5K ﹤0.01%
34,829
+5,660
2445
$4K ﹤0.01%
810
+55
2446
$2K ﹤0.01%
+10,728
2447
– –
-11,632
2448
– –
-10,656
2449
– –
-7
2450
– –
-15,862
96 97
98
99 100