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
401
$5.61M 0.04%
102,000
-10,442
402
$5.61M 0.04%
137,622
+69,114
403
$5.59M 0.04%
27,959
+9,313
404
$5.58M 0.04%
303,044
+4,033
405
$5.58M 0.04%
145,390
+10,788
406
$5.57M 0.04%
142,726
-29,160
407
$5.57M 0.04%
261,640
+392
408
$5.56M 0.04%
214,522
+35,129
409
$5.54M 0.04%
101,408
+10,848
410
$5.51M 0.04%
63,078
+700
411
$5.5M 0.04%
209,989
+7,488
412
$5.5M 0.04%
149,446
+10,271
413
$5.49M 0.04%
31,276
+2,030
414
$5.48M 0.04%
42,582
+6
415
$5.44M 0.04%
239,609
+22,572
416
$5.43M 0.04%
311,479
-7,760
417
$5.41M 0.04%
38,577
-869
418
$5.4M 0.04%
41,684
+1,498
419
$5.37M 0.04%
53,080
+27,887
420
$5.32M 0.04%
57,158
+172
421
$5.31M 0.04%
46,588
-7,849
422
$5.29M 0.04%
104,374
+89,555
423
$5.26M 0.04%
104,587
+33,174
424
$5.23M 0.04%
68,386
-19,973
425
$5.22M 0.04%
83,557
+5,934
15 16
17
18 19