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
51
$49.7M 0.37%
1,000,226
-204,210
52
$49.2M 0.37%
1,382,880
-126,540
53
$48.1M 0.36%
511,195
+66,614
54
$47.9M 0.36%
608,591
+128,019
55
$44.5M 0.33%
150,488
+12,016
56
$43.4M 0.33%
1,398,605
+19,606
57
$40.8M 0.31%
1,126,475
+667,770
58
$40.8M 0.31%
567,188
+425,741
59
$40.8M 0.31%
390,111
+135,002
60
$40.6M 0.31%
786,546
+58,302
61
$40.6M 0.31%
413,787
+40,600
62
$40.5M 0.3%
708,994
-99,971
63
$40.4M 0.3%
277,225
-13,355
64
$40.3M 0.3%
901,619
+83,041
65
$40M 0.3%
401,218
-3,241
66
$39.2M 0.29%
204,148
-11,081
67
$38.9M 0.29%
650,304
+22,812
68
$36.8M 0.28%
224,796
+32,979
69
$36.7M 0.28%
514,016
+95,152
70
$36.4M 0.27%
911,838
+68,787
71
$35.5M 0.27%
127,364
+35,773
72
$35.4M 0.27%
2,785,944
+989,096
73
$35.2M 0.27%
851,278
-3,786
74
$35.1M 0.26%
268,086
-50,825
75
$35M 0.26%
1,251,755
+246,150
1 2
3
4 5