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
901
$1.51M 0.01%
246,483
+114,411
902
$1.5M 0.01%
43,323
+15,126
903
$1.5M 0.01%
77,382
-13,129
904
$1.5M 0.01%
43,239
-1,773
905
$1.5M 0.01%
60,783
-22,817
906
$1.49M 0.01%
57,761
+1,103
907
$1.49M 0.01%
34,833
+308
908
$1.49M 0.01%
41,892
-29,564
909
$1.48M 0.01%
22,232
+5,028
910
$1.48M 0.01%
22,527
-2,448
911
$1.48M 0.01%
35,750
-2,904
912
$1.48M 0.01%
10,001
-39,464
913
$1.47M 0.01%
52,350
-10,335
914
$1.47M 0.01%
+48,918
915
$1.46M 0.01%
24,909
-1,965
916
$1.46M 0.01%
55,569
-1,487
917
$1.46M 0.01%
60,052
+26,683
918
$1.46M 0.01%
155,479
+2,375
919
$1.45M 0.01%
17,167
+2,209
920
$1.45M 0.01%
4,481
+3,594
921
$1.44M 0.01%
35,385
+3,458
922
$1.44M 0.01%
15,730
-4,131
923
$1.44M 0.01%
72,463
-8,122
924
$1.44M 0.01%
98,564
-2,161
925
$1.43M 0.01%
13,794
+424
35 36
37
38 39