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
451
$4.86M 0.04%
172,107
+6,027
452
$4.84M 0.04%
175,918
-24,472
453
$4.82M 0.04%
183,750
+17,408
454
$4.8M 0.04%
287,204
-12,220
455
$4.8M 0.04%
35,814
-186
456
$4.79M 0.04%
173,926
+698
457
$4.79M 0.04%
105,246
-16,006
458
$4.78M 0.04%
180,160
-3,840
459
$4.77M 0.04%
83,938
-10,139
460
$4.75M 0.04%
101,174
-7,858
461
$4.74M 0.04%
101,132
+48,455
462
$4.74M 0.04%
223,880
-49,864
463
$4.74M 0.04%
51,332
-4,935
464
$4.74M 0.04%
188,514
+6,390
465
$4.67M 0.04%
58,355
-1,132
466
$4.67M 0.04%
+111,492
467
$4.66M 0.04%
64,777
+10,701
468
$4.66M 0.04%
100,140
+2,442
469
$4.64M 0.03%
140,039
+43,138
470
$4.63M 0.03%
69,024
+28,183
471
$4.63M 0.03%
61,896
-6,998
472
$4.63M 0.03%
94,180
+22,364
473
$4.62M 0.03%
77,427
-7,887
474
$4.6M 0.03%
90,186
+11,170
475
$4.59M 0.03%
77,102
-4,022
17 18
19
20 21