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
751
$2.1M 0.02%
12,220
+4
752
$2.1M 0.02%
72,678
+1,864
753
$2.1M 0.02%
32,349
+8,889
754
$2.09M 0.02%
57,948
+7,790
755
$2.08M 0.02%
38,157
+14,337
756
$2.08M 0.02%
33,159
-2,505
757
$2.08M 0.02%
41,249
+13,841
758
$2.07M 0.02%
14,880
+298
759
$2.07M 0.02%
22,679
-8,584
760
$2.07M 0.02%
13,388
+1,546
761
$2.06M 0.02%
13,451
-849
762
$2.06M 0.02%
33,261
+2,038
763
$2.06M 0.02%
34,267
+1,127
764
$2.05M 0.02%
15,763
+3,643
765
$2.04M 0.02%
67,776
-20,584
766
$2.04M 0.02%
23,694
+929
767
$2.04M 0.02%
1,807
+149
768
$2.03M 0.02%
77,095
+12,870
769
$2.03M 0.02%
85,094
+11,706
770
$2.03M 0.02%
53,016
+468
771
$2.01M 0.02%
36,309
+11,452
772
$2.01M 0.02%
67,710
+5,038
773
$2.01M 0.02%
14,095
+4,170
774
$2.01M 0.02%
46,368
-5,708
775
$2.01M 0.02%
155,666
+9,423
29 30
31
32 33