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
426
$5.21M 0.04%
59,497
+1,405
427
$5.2M 0.04%
26,115
-4,301
428
$5.19M 0.04%
36,444
-2,051
429
$5.17M 0.04%
55,146
-7,910
430
$5.16M 0.04%
44,261
+3,345
431
$5.16M 0.04%
23,508
+460
432
$5.12M 0.04%
354,254
-3,780
433
$5.1M 0.04%
48,509
+4,480
434
$5.09M 0.04%
305,917
+184,124
435
$5.09M 0.04%
155,809
+59,822
436
$5.09M 0.04%
279,957
+15,620
437
$5.06M 0.04%
155,248
-21,497
438
$5.04M 0.04%
52,984
+6,979
439
$5.03M 0.04%
179,706
+147,076
440
$5.02M 0.04%
143,064
+5,509
441
$5M 0.04%
182,130
+126,510
442
$4.99M 0.04%
82,365
+3,455
443
$4.98M 0.04%
177,576
+37,655
444
$4.97M 0.04%
158,668
+69,698
445
$4.93M 0.04%
93,179
+10,139
446
$4.91M 0.04%
71,091
+10,977
447
$4.9M 0.04%
28,279
-4,311
448
$4.9M 0.04%
433,714
+25,588
449
$4.89M 0.04%
168,888
-165,133
450
$4.88M 0.04%
49,142
+21,610
16 17
18
19 20