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
576
$3.31M 0.02%
54,725
+21,718
577
$3.3M 0.02%
156,950
-47,950
578
$3.28M 0.02%
61,054
+12,778
579
$3.28M 0.02%
87,621
-10,500
580
$3.27M 0.02%
20,143
-5,688
581
$3.26M 0.02%
130,474
-660
582
$3.25M 0.02%
97,146
+15,411
583
$3.25M 0.02%
89,872
-30,981
584
$3.24M 0.02%
180,822
+42,385
585
$3.23M 0.02%
71,653
-1,690
586
$3.23M 0.02%
24,049
+6,418
587
$3.23M 0.02%
+106,079
588
$3.23M 0.02%
50,387
+4,537
589
$3.22M 0.02%
34,633
-2,257
590
$3.2M 0.02%
96,583
-11,182
591
$3.18M 0.02%
61,720
+48,937
592
$3.18M 0.02%
6,348
+5,615
593
$3.17M 0.02%
145,291
+11,671
594
$3.16M 0.02%
57,121
-17,145
595
$3.15M 0.02%
58,897
-22,333
596
$3.15M 0.02%
414,313
+28,162
597
$3.14M 0.02%
99,172
+26,641
598
$3.14M 0.02%
53,393
+4,200
599
$3.14M 0.02%
53,215
-1,348
600
$3.14M 0.02%
74,987
+43,231
22 23
24
25 26