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
776
$2M 0.02%
40,779
+1,178
777
$2M 0.02%
63,442
-35,216
778
$1.99M 0.02%
64,728
-8,496
779
$1.98M 0.01%
6,652
-97
780
$1.98M 0.01%
40,957
-4,348
781
$1.98M 0.01%
44,024
+19,544
782
$1.97M 0.01%
42,308
-13,490
783
$1.97M 0.01%
+34,619
784
$1.96M 0.01%
39,751
+23,663
785
$1.96M 0.01%
20,418
+7,841
786
$1.94M 0.01%
103,991
+13,511
787
$1.94M 0.01%
46,424
+5,687
788
$1.94M 0.01%
15,622
+3,846
789
$1.93M 0.01%
146,311
+17,776
790
$1.93M 0.01%
34,641
+9,043
791
$1.93M 0.01%
50,254
+10,819
792
$1.92M 0.01%
52,585
+17,771
793
$1.92M 0.01%
27,647
-246
794
$1.91M 0.01%
19,816
+2,284
795
$1.91M 0.01%
54,136
-18,699
796
$1.91M 0.01%
63,000
-17,672
797
$1.91M 0.01%
42,954
-477
798
$1.91M 0.01%
30,711
-149
799
$1.89M 0.01%
17,849
-13,858
800
$1.88M 0.01%
89,225
+268
30 31
32
33 34