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
376
$6.2M 0.05%
3,494
+3,336
377
$6.19M 0.05%
55,263
+18,149
378
$6.18M 0.05%
198,897
+29,722
379
$6.16M 0.05%
32,307
+10,637
380
$6.12M 0.05%
106,934
+15,486
381
$6.11M 0.05%
32,575
+10,385
382
$6.1M 0.05%
34,892
+76
383
$6.1M 0.05%
38,922
-3,333
384
$6.04M 0.05%
101,897
-15,053
385
$6.04M 0.05%
42,562
+5,782
386
$6.04M 0.05%
560,024
-34,777
387
$5.91M 0.04%
181,475
+23,373
388
$5.9M 0.04%
232,661
-68,291
389
$5.9M 0.04%
65,762
+5,550
390
$5.89M 0.04%
197,292
+39,971
391
$5.87M 0.04%
34,168
-4,386
392
$5.8M 0.04%
214,110
-13,205
393
$5.8M 0.04%
56,927
-1,629
394
$5.8M 0.04%
115,595
+617
395
$5.76M 0.04%
213,105
-15,135
396
$5.74M 0.04%
129,038
+4,108
397
$5.7M 0.04%
112,699
+74,274
398
$5.63M 0.04%
154,266
+22,837
399
$5.63M 0.04%
21,401
+751
400
$5.61M 0.04%
73,952
+7,227
14 15
16
17 18