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
301
$7.98M 0.06%
153,884
-11,651
302
$7.93M 0.06%
276,163
+149,707
303
$7.92M 0.06%
254,866
+56,460
304
$7.91M 0.06%
726,778
+23,641
305
$7.86M 0.06%
257,876
+6,584
306
$7.8M 0.06%
37,699
+2,366
307
$7.8M 0.06%
282,346
+18,610
308
$7.79M 0.06%
160,952
+94,086
309
$7.75M 0.06%
29
310
$7.74M 0.06%
72,819
+49,707
311
$7.67M 0.06%
310,409
+77,281
312
$7.67M 0.06%
78,536
+4,904
313
$7.65M 0.06%
152,135
+25,503
314
$7.61M 0.06%
48,426
+3,137
315
$7.57M 0.06%
742,351
+102,171
316
$7.55M 0.06%
70,825
+19,129
317
$7.43M 0.06%
410,479
+20,511
318
$7.43M 0.06%
135,623
+4,058
319
$7.41M 0.06%
145,011
+7,845
320
$7.37M 0.06%
158,967
+2,038
321
$7.32M 0.06%
+302,486
322
$7.25M 0.05%
100,809
+31,880
323
$7.24M 0.05%
255,565
-46,964
324
$7.24M 0.05%
57,154
+5,993
325
$7.16M 0.05%
81,700
+10,683
11 12
13
14 15