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
226
$12.1M 0.09%
+216,862
227
$12.1M 0.09%
46,881
+2,915
228
$12M 0.09%
223,614
+15,143
229
$12M 0.09%
389,683
+17,774
230
$11.9M 0.09%
107,358
-137,892
231
$11.8M 0.09%
369,345
+209,840
232
$11.8M 0.09%
201,294
-62,881
233
$11.8M 0.09%
152,361
-4,001
234
$11.5M 0.09%
76,893
+8,106
235
$11.4M 0.09%
156,183
-3,262
236
$11.4M 0.09%
463,721
-109,821
237
$11.3M 0.09%
171,230
-15,801
238
$11.3M 0.09%
34,838
+6,265
239
$11.2M 0.08%
115,414
+12,597
240
$11.1M 0.08%
217,920
+27,777
241
$11.1M 0.08%
92,314
+6,302
242
$11M 0.08%
151,707
+113,868
243
$10.9M 0.08%
213,055
+41,160
244
$10.9M 0.08%
216,994
+147,646
245
$10.8M 0.08%
146,112
-2,816
246
$10.7M 0.08%
200,302
+14,377
247
$10.6M 0.08%
62,965
-681
248
$10.6M 0.08%
321,172
+11,752
249
$10.5M 0.08%
107,194
+18,152
250
$10.4M 0.08%
495,187
+13,954
8 9
10
11 12