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
501
$4.17M 0.03%
48,604
+15,428
502
$4.11M 0.03%
158,929
+7,618
503
$4.1M 0.03%
40,029
+12,841
504
$4.1M 0.03%
33,395
-1,645
505
$4.09M 0.03%
63,740
-171,556
506
$4.09M 0.03%
64,223
+139
507
$4.08M 0.03%
217,265
+6,975
508
$4.08M 0.03%
83,184
+15,245
509
$4.07M 0.03%
12,363
-55
510
$4.06M 0.03%
267,546
+13,401
511
$4.05M 0.03%
53,511
-467
512
$4.05M 0.03%
80,535
-391,711
513
$4.03M 0.03%
130,547
+3,846
514
$4M 0.03%
+132,468
515
$3.98M 0.03%
35,558
+25,625
516
$3.97M 0.03%
280,550
+63,537
517
$3.94M 0.03%
124,830
+15,254
518
$3.92M 0.03%
171,550
-35,395
519
$3.92M 0.03%
113,040
+2,250
520
$3.88M 0.03%
38,495
-1,933
521
$3.87M 0.03%
63,587
+22,307
522
$3.87M 0.03%
138,806
-236,831
523
$3.86M 0.03%
88,500
-10,440
524
$3.84M 0.03%
66,835
-2,712
525
$3.82M 0.03%
66,873
-39,256
19 20
21
22 23