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
601
$3.12M 0.02%
157,303
-27,201
602
$3.12M 0.02%
31,270
+23,382
603
$3.1M 0.02%
114,978
+6,061
604
$3.1M 0.02%
183,107
+43,563
605
$3.09M 0.02%
267,074
-31,795
606
$3.07M 0.02%
154,220
-38,090
607
$3.06M 0.02%
28,799
-3,629
608
$3.06M 0.02%
100,950
+8,793
609
$3.05M 0.02%
76,528
+3,126
610
$3.03M 0.02%
141,809
-32,866
611
$3.02M 0.02%
32,355
+7,291
612
$3.01M 0.02%
106,087
-74,154
613
$2.99M 0.02%
84,480
-6,883
614
$2.96M 0.02%
64,461
-6,120
615
$2.95M 0.02%
57,089
-20,807
616
$2.95M 0.02%
215,740
-7,198
617
$2.94M 0.02%
418,260
+1,174
618
$2.94M 0.02%
63,978
+3,972
619
$2.93M 0.02%
88,019
-76,620
620
$2.92M 0.02%
225,722
+179,253
621
$2.92M 0.02%
20,541
+2,853
622
$2.92M 0.02%
203,820
-21,990
623
$2.92M 0.02%
12,254,080
624
$2.89M 0.02%
17,913
+220
625
$2.88M 0.02%
55,391
-4,218
23 24
25
26 27