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
251
$10.2M 0.08%
61,597
+12,440
252
$10.2M 0.08%
437,094
+68,961
253
$10.1M 0.08%
92,698
+15,758
254
$10.1M 0.08%
192,505
+25,374
255
$9.98M 0.08%
209,375
-9,985
256
$9.96M 0.08%
263,237
+105,059
257
$9.91M 0.07%
109,713
+88,992
258
$9.85M 0.07%
116,057
+92,938
259
$9.82M 0.07%
98,120
+82,340
260
$9.74M 0.07%
1,602,306
-9,043
261
$9.71M 0.07%
693,237
+6,682
262
$9.66M 0.07%
159,969
+25,763
263
$9.61M 0.07%
113,238
+692
264
$9.5M 0.07%
99,230
-3,875
265
$9.41M 0.07%
406,769
+1,393
266
$9.41M 0.07%
47,616
-12,495
267
$9.35M 0.07%
138,580
+72,948
268
$9.35M 0.07%
274,530
-2,482
269
$9.28M 0.07%
14,885
+6,622
270
$9.21M 0.07%
29,963
-220
271
$9.17M 0.07%
297,221
+9,790
272
$9.14M 0.07%
130,475
+12,796
273
$9.14M 0.07%
322,966
+52,564
274
$9.03M 0.07%
63,881
-931
275
$8.98M 0.07%
172,733
-42,715
9 10
11
12 13