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 4.46%
4 Financials 4.28%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.43M 0.01%
28,526
+266
927
$1.43M 0.01%
112,281
-8,440
928
$1.43M 0.01%
16,152
+13,160
929
$1.42M 0.01%
51,361
-31,615
930
$1.42M 0.01%
52,218
+1,951
931
$1.42M 0.01%
19,388
+171
932
$1.42M 0.01%
278,175
+1,167
933
$1.42M 0.01%
7,742
+525
934
$1.42M 0.01%
303,703
+98,128
935
$1.41M 0.01%
94,134
-40,406
936
$1.41M 0.01%
34,510
+1,567
937
$1.41M 0.01%
7,647
+426
938
$1.41M 0.01%
8,124
+478
939
$1.4M 0.01%
72,842
+13,393
940
$1.4M 0.01%
194,123
-1,234
941
$1.4M 0.01%
63,074
-40,906
942
$1.4M 0.01%
125,122
+42,112
943
$1.39M 0.01%
8,180
+127
944
$1.38M 0.01%
56,478
+10,880
945
$1.38M 0.01%
32,012
+1,012
946
$1.38M 0.01%
23,842
+12,190
947
$1.38M 0.01%
12,024
-47
948
$1.37M 0.01%
26,832
-7,301
949
$1.37M 0.01%
9,786
+1,524
950
$1.37M 0.01%
32,360
-3,263
36 37
38
39 40