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
526
$3.79M 0.03%
78,262
+14,725
527
$3.78M 0.03%
+270,491
528
$3.75M 0.03%
144,880
-324,060
529
$3.75M 0.03%
68,679
-1,279
530
$3.74M 0.03%
341,967
+10,909
531
$3.68M 0.03%
181,564
-42,335
532
$3.68M 0.03%
121,261
+3,324
533
$3.67M 0.03%
73,644
-5,989
534
$3.67M 0.03%
47,982
+7,264
535
$3.67M 0.03%
142,103
+3,480
536
$3.66M 0.03%
24,507
+459
537
$3.64M 0.03%
12,286
+1,538
538
$3.62M 0.03%
109,659
+8,866
539
$3.6M 0.03%
29,179
+30
540
$3.6M 0.03%
292,404
+160,051
541
$3.59M 0.03%
74,317
+4,263
542
$3.58M 0.03%
451,167
-2,637
543
$3.55M 0.03%
+117,589
544
$3.55M 0.03%
159,230
+11,229
545
$3.54M 0.03%
11,415
+3,393
546
$3.54M 0.03%
67,176
+14,028
547
$3.53M 0.03%
127,126
-28,798
548
$3.53M 0.03%
80,301
+20,804
549
$3.5M 0.03%
93,756
+9,399
550
$3.5M 0.03%
130,871
-4,994
20 21
22
23 24