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
876
$1.59M 0.01%
31,618
-33,366
877
$1.59M 0.01%
4,312
+1,125
878
$1.59M 0.01%
+21,114
879
$1.59M 0.01%
30,995
+813
880
$1.59M 0.01%
59,383
+41,555
881
$1.58M 0.01%
28,449
+3,967
882
$1.57M 0.01%
70,805
+41,157
883
$1.57M 0.01%
32,998
+29,514
884
$1.57M 0.01%
24,235
+2,492
885
$1.56M 0.01%
88,899
+25,577
886
$1.56M 0.01%
40,168
-2,178
887
$1.56M 0.01%
226,204
+196,299
888
$1.55M 0.01%
50,358
-12,709
889
$1.55M 0.01%
27,101
+16,132
890
$1.55M 0.01%
206,091
+8,113
891
$1.54M 0.01%
104,634
+1,834
892
$1.53M 0.01%
30,832
+12,406
893
$1.53M 0.01%
27,574
+1,569
894
$1.53M 0.01%
9,873
+729
895
$1.52M 0.01%
69,075
+3,092
896
$1.52M 0.01%
134,393
-19,881
897
$1.52M 0.01%
63,957
-737
898
$1.51M 0.01%
21,608
+8
899
$1.51M 0.01%
8,922
+2,587
900
$1.51M 0.01%
89,695
-4,337
34 35
36
37 38