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
326
$7.14M 0.05%
234,728
+41,521
327
$7.11M 0.05%
73,275
-9,660
328
$7.07M 0.05%
72,568
+23,805
329
$7.04M 0.05%
184,213
+19,679
330
$7.04M 0.05%
131,479
-33,666
331
$7.03M 0.05%
129,921
+61,582
332
$7.03M 0.05%
125,560
-2,884
333
$7.03M 0.05%
132,326
+71,682
334
$7.02M 0.05%
130,533
-92,170
335
$6.99M 0.05%
231,428
-78,980
336
$6.94M 0.05%
41,457
+13,754
337
$6.86M 0.05%
111,179
+31,119
338
$6.86M 0.05%
114,947
+67,287
339
$6.86M 0.05%
36,093
+3,021
340
$6.85M 0.05%
40,356
+1,911
341
$6.78M 0.05%
102,728
-640
342
$6.78M 0.05%
180,527
+4,133
343
$6.74M 0.05%
38,535
+3,836
344
$6.73M 0.05%
28,835
+1,121
345
$6.68M 0.05%
164,410
+61,430
346
$6.68M 0.05%
26,343
-2,248
347
$6.67M 0.05%
140,075
+8,659
348
$6.65M 0.05%
39,745
+1,790
349
$6.62M 0.05%
126,987
-2,785
350
$6.6M 0.05%
16,299
+1,303
12 13
14
15 16