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
551
$3.5M 0.03%
87,848
+19,263
552
$3.49M 0.03%
+172,555
553
$3.48M 0.03%
142,733
-21,893
554
$3.45M 0.03%
17,249
+6,255
555
$3.45M 0.03%
164,224
+13,012
556
$3.42M 0.03%
480,675
+139,617
557
$3.41M 0.03%
242,982
+11,152
558
$3.4M 0.03%
49,552
-11,912
559
$3.4M 0.03%
56,538
+10,036
560
$3.4M 0.03%
65,907
-246
561
$3.39M 0.03%
122,954
-23,514
562
$3.39M 0.03%
97,098
+1,506
563
$3.38M 0.03%
104,450
-4,750
564
$3.38M 0.03%
144,433
-15,550
565
$3.37M 0.03%
107,942
-18,374
566
$3.35M 0.03%
15,811
-128
567
$3.35M 0.03%
100,951
+18,154
568
$3.35M 0.03%
63,784
+13,287
569
$3.35M 0.03%
154,405
-1,545
570
$3.33M 0.03%
23,894
+21,363
571
$3.33M 0.03%
69,550
+6,309
572
$3.32M 0.03%
58,713
+14,847
573
$3.31M 0.02%
52,952
+7,887
574
$3.31M 0.02%
411,334
+15,172
575
$3.31M 0.02%
13,706
+1,381
21 22
23
24 25