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
351
$6.57M 0.05%
125,827
-13,458
352
$6.56M 0.05%
72,765
+19,786
353
$6.56M 0.05%
120,742
+25,623
354
$6.56M 0.05%
57,511
+3,035
355
$6.55M 0.05%
44,023
+164
356
$6.54M 0.05%
184,400
-2,450
357
$6.52M 0.05%
34,900
+3,853
358
$6.5M 0.05%
36,087
+9,205
359
$6.48M 0.05%
33,663
+2,412
360
$6.47M 0.05%
125,550
+5,611
361
$6.47M 0.05%
189,184
+98,815
362
$6.46M 0.05%
177,472
+27,323
363
$6.41M 0.05%
95,230
-15,275
364
$6.4M 0.05%
391,812
-42,752
365
$6.38M 0.05%
66,605
+50,463
366
$6.37M 0.05%
189,311
+12,979
367
$6.34M 0.05%
21,848
+11,228
368
$6.32M 0.05%
125,050
+26,036
369
$6.32M 0.05%
46,125
+14,378
370
$6.29M 0.05%
185,777
-412,336
371
$6.29M 0.05%
148,333
+12,737
372
$6.28M 0.05%
188,441
-15,847
373
$6.28M 0.05%
122,843
+14,928
374
$6.25M 0.05%
158,742
+65,309
375
$6.23M 0.05%
85,024
-3,827
13 14
15
16 17