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
851
$1.68M 0.01%
32,864
+6,258
852
$1.68M 0.01%
11,243
-1,409
853
$1.67M 0.01%
66,291
+38,437
854
$1.67M 0.01%
47,631
+2,822
855
$1.67M 0.01%
28,426
+148
856
$1.66M 0.01%
53,307
+28,597
857
$1.66M 0.01%
+134,047
858
$1.66M 0.01%
70,350
-57,537
859
$1.64M 0.01%
4,233
+614
860
$1.64M 0.01%
68,740
+38,910
861
$1.63M 0.01%
19,991
+8,606
862
$1.62M 0.01%
+51,009
863
$1.62M 0.01%
60,491
+428
864
$1.61M 0.01%
5,663
+352
865
$1.61M 0.01%
20,718
+3,670
866
$1.61M 0.01%
+72,491
867
$1.61M 0.01%
24,070
+3,538
868
$1.61M 0.01%
2,291
+40
869
$1.61M 0.01%
13,885
+3,203
870
$1.6M 0.01%
+62,587
871
$1.6M 0.01%
8,063
+397
872
$1.6M 0.01%
44,321
+14,226
873
$1.6M 0.01%
70,051
-63,724
874
$1.6M 0.01%
61,799
-14,311
875
$1.6M 0.01%
5,815
-1,473
33 34
35
36 37