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
651
$2.7M 0.02%
87,949
+10,347
652
$2.68M 0.02%
249,673
+50,880
653
$2.67M 0.02%
196,973
+41,911
654
$2.67M 0.02%
48,632
+8,769
655
$2.66M 0.02%
92,957
+72,074
656
$2.65M 0.02%
88,621
+15,041
657
$2.65M 0.02%
51,971
+27,149
658
$2.64M 0.02%
29,536
+15,922
659
$2.63M 0.02%
451,188
+90,446
660
$2.63M 0.02%
149,454
-3,394
661
$2.63M 0.02%
31,491
+1,466
662
$2.62M 0.02%
21,858
-11,571
663
$2.62M 0.02%
352,527
+32,324
664
$2.61M 0.02%
32,711
+2,019
665
$2.61M 0.02%
134,307
+19,069
666
$2.6M 0.02%
29,926
+2,477
667
$2.59M 0.02%
102,093
+3,278
668
$2.58M 0.02%
89,092
-2,145
669
$2.58M 0.02%
59,365
-230
670
$2.58M 0.02%
107,445
-20,210
671
$2.55M 0.02%
108,855
-3,714
672
$2.54M 0.02%
40,022
+1,368
673
$2.54M 0.02%
97,416
+25,224
674
$2.54M 0.02%
18,130
+3,977
675
$2.52M 0.02%
76,005
-4,172
25 26
27
28 29