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
726
$2.22M 0.02%
68,226
+29,418
727
$2.21M 0.02%
61,073
+1,140
728
$2.19M 0.02%
143,367
+12,125
729
$2.19M 0.02%
123,221
+19,511
730
$2.18M 0.02%
66,111
+12,535
731
$2.18M 0.02%
25,058
+3,556
732
$2.18M 0.02%
51,565
+1,632
733
$2.17M 0.02%
68,657
-10,657
734
$2.17M 0.02%
76,249
+7,893
735
$2.16M 0.02%
110,612
+37,394
736
$2.16M 0.02%
20,025
-1,151
737
$2.15M 0.02%
100,492
+8,034
738
$2.15M 0.02%
26,701
+1,367
739
$2.15M 0.02%
47,273
-3,930
740
$2.14M 0.02%
+130,297
741
$2.14M 0.02%
31,589
-121
742
$2.14M 0.02%
18,151
+2,186
743
$2.13M 0.02%
172,892
-131,930
744
$2.13M 0.02%
34,087
-13,031
745
$2.12M 0.02%
38,634
+6,510
746
$2.12M 0.02%
81,990
-16,878
747
$2.12M 0.02%
39,156
+29,287
748
$2.11M 0.02%
75,723
-2,013
749
$2.11M 0.02%
8,181
+2,779
750
$2.11M 0.02%
249,591
-37,853
28 29
30
31 32