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
476
$4.57M 0.03%
133,736
-9,314
477
$4.56M 0.03%
34,562
+28,625
478
$4.55M 0.03%
128,185
+54,340
479
$4.55M 0.03%
212,773
+14,286
480
$4.53M 0.03%
105,140
+31,470
481
$4.5M 0.03%
72,488
-12,532
482
$4.49M 0.03%
199,682
+41,839
483
$4.47M 0.03%
143,914
+18,299
484
$4.45M 0.03%
514,821
-42,210
485
$4.44M 0.03%
50,674
-7,205
486
$4.44M 0.03%
73,442
-10,003
487
$4.42M 0.03%
204,636
-35,744
488
$4.41M 0.03%
189,372
-17,887
489
$4.38M 0.03%
156,270
+90,077
490
$4.35M 0.03%
135,185
+1,347
491
$4.33M 0.03%
73,306
+6,112
492
$4.27M 0.03%
106,745
+3,366
493
$4.27M 0.03%
51,226
+4,445
494
$4.26M 0.03%
99,451
+35,774
495
$4.26M 0.03%
195,605
-1,262
496
$4.24M 0.03%
41,569
-20,199
497
$4.24M 0.03%
414,230
+402,429
498
$4.24M 0.03%
13,580
+3,495
499
$4.23M 0.03%
135,776
+8,912
500
$4.21M 0.03%
78,153
-680
18 19
20
21 22