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
676
$2.52M 0.02%
192,632
+107,130
677
$2.51M 0.02%
89,690
-495
678
$2.5M 0.02%
20,375
-1,008
679
$2.49M 0.02%
51,042
-8,664
680
$2.48M 0.02%
21,813
681
$2.47M 0.02%
48,293
-4,577
682
$2.47M 0.02%
32,341
-15,782
683
$2.46M 0.02%
20,346
-28,517
684
$2.46M 0.02%
54,614
-2,434
685
$2.45M 0.02%
95,214
-22,347
686
$2.45M 0.02%
376,782
+62,510
687
$2.45M 0.02%
13,067
+1,678
688
$2.44M 0.02%
41,240
-462
689
$2.44M 0.02%
383,174
+19,323
690
$2.42M 0.02%
103,828
+26,452
691
$2.42M 0.02%
171,342
+3,851
692
$2.4M 0.02%
325,597
-50,067
693
$2.4M 0.02%
39,387
-6,718
694
$2.4M 0.02%
+88,713
695
$2.4M 0.02%
51,964
+520
696
$2.39M 0.02%
+61,334
697
$2.39M 0.02%
17,817
+9,625
698
$2.38M 0.02%
33,872
+370
699
$2.36M 0.02%
97,032
+56,199
700
$2.36M 0.02%
77,525
+1,269
26 27
28
29 30