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
701
$2.36M 0.02%
24,202
-222
702
$2.36M 0.02%
79,220
-32,056
703
$2.35M 0.02%
234,379
-2,448
704
$2.35M 0.02%
69,645
+15,468
705
$2.33M 0.02%
46,286
-359,461
706
$2.32M 0.02%
82,208
+2,205
707
$2.32M 0.02%
40,900
+7,617
708
$2.32M 0.02%
36,397
+4,164
709
$2.31M 0.02%
17,207
+1,422
710
$2.31M 0.02%
30,282
-15,812
711
$2.29M 0.02%
95,684
+955
712
$2.29M 0.02%
6,356
-971
713
$2.28M 0.02%
97,314
+22,821
714
$2.27M 0.02%
74,632
+275
715
$2.27M 0.02%
96,996
-23,231
716
$2.27M 0.02%
58,398
+2,746
717
$2.26M 0.02%
62,651
-3,007
718
$2.26M 0.02%
84,911
+7,642
719
$2.25M 0.02%
68,728
-11,902
720
$2.25M 0.02%
26,388
-2,269
721
$2.25M 0.02%
90,332
+4,633
722
$2.24M 0.02%
136,504
+56,527
723
$2.23M 0.02%
56,052
+44,859
724
$2.22M 0.02%
8,303
+1,629
725
$2.22M 0.02%
63,023
+1,915
27 28
29
30 31