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
626
$2.84M 0.02%
263,449
+45,716
627
$2.83M 0.02%
153,576
-3,312
628
$2.83M 0.02%
14,856
-17,848
629
$2.83M 0.02%
32,357
+545
630
$2.83M 0.02%
141,666
+16,174
631
$2.82M 0.02%
79,420
+37,379
632
$2.81M 0.02%
95,598
-1,584
633
$2.81M 0.02%
27,980
+10,952
634
$2.81M 0.02%
39,480
-78,370
635
$2.79M 0.02%
14,370
-1,050
636
$2.79M 0.02%
126,391
+5,722
637
$2.79M 0.02%
146,410
+77,971
638
$2.78M 0.02%
307,720
-1,509
639
$2.78M 0.02%
27,404
+9,744
640
$2.76M 0.02%
107,516
+14,202
641
$2.76M 0.02%
31,721
-2,141
642
$2.75M 0.02%
243,753
+40,723
643
$2.75M 0.02%
47,656
+5,870
644
$2.74M 0.02%
100,167
-279,436
645
$2.74M 0.02%
109,015
+16,321
646
$2.73M 0.02%
73,167
-3,063
647
$2.73M 0.02%
102,888
+20,325
648
$2.73M 0.02%
12,792
+1,130
649
$2.72M 0.02%
58,366
-1,912
650
$2.7M 0.02%
106,828
-28,241
24 25
26
27 28