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
826
$1.78M 0.01%
29,980
+539
827
$1.77M 0.01%
25,216
+16,242
828
$1.76M 0.01%
32,516
-574
829
$1.76M 0.01%
15,560
+700
830
$1.76M 0.01%
382,551
+96,715
831
$1.76M 0.01%
31,914
-2,810
832
$1.75M 0.01%
69,704
-2,945
833
$1.74M 0.01%
50,125
+7,108
834
$1.73M 0.01%
68,794
+27,831
835
$1.73M 0.01%
47,465
+1,475
836
$1.73M 0.01%
37,765
-12,690
837
$1.73M 0.01%
51,903
-6,485
838
$1.73M 0.01%
24,650
+5,475
839
$1.73M 0.01%
214,018
+120,300
840
$1.73M 0.01%
49,143
+4,385
841
$1.72M 0.01%
156,270
+32,536
842
$1.71M 0.01%
49,217
-133
843
$1.71M 0.01%
41,019
-169
844
$1.71M 0.01%
19,040
+2,585
845
$1.7M 0.01%
49,514
-4,574
846
$1.7M 0.01%
297,593
+96,112
847
$1.69M 0.01%
25,656
+2,628
848
$1.69M 0.01%
24,655
-1,048
849
$1.69M 0.01%
8,795
-367
850
$1.69M 0.01%
116,930
-30,653
32 33
34
35 36