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
801
$1.88M 0.01%
52,484
+1,367
802
$1.88M 0.01%
33,552
-114
803
$1.88M 0.01%
41,329
+5,920
804
$1.88M 0.01%
20,559
-1,014
805
$1.88M 0.01%
48,529
-8,058
806
$1.87M 0.01%
14,646
+1,017
807
$1.87M 0.01%
31,394
-85
808
$1.86M 0.01%
67,589
-1,555
809
$1.86M 0.01%
30,243
-6,724
810
$1.86M 0.01%
38,952
+19,059
811
$1.86M 0.01%
133,585
+5,611
812
$1.86M 0.01%
101,406
+16,401
813
$1.85M 0.01%
24,421
+8,398
814
$1.85M 0.01%
26,598
+1,286
815
$1.84M 0.01%
32,840
+74
816
$1.84M 0.01%
148,315
+3,726
817
$1.83M 0.01%
34,346
+6,110
818
$1.81M 0.01%
43,344
+11,601
819
$1.81M 0.01%
43,556
+19,436
820
$1.81M 0.01%
81,370
-9,940
821
$1.8M 0.01%
34,278
-1,434
822
$1.8M 0.01%
49,288
-13,828
823
$1.8M 0.01%
54,734
+790
824
$1.79M 0.01%
20,472
-10,183
825
$1.78M 0.01%
116,081
+18,376
31 32
33
34 35