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
951
$1.36M 0.01%
10,807
-1,324
952
$1.36M 0.01%
85,880
+4,441
953
$1.36M 0.01%
76,379
+43,193
954
$1.36M 0.01%
15,338
+491
955
$1.36M 0.01%
55,943
-6,885
956
$1.36M 0.01%
4,134
+1,009
957
$1.35M 0.01%
35,447
+25,876
958
$1.35M 0.01%
17,170
-2,895
959
$1.35M 0.01%
24,008
-23,703
960
$1.35M 0.01%
44,061
-209
961
$1.34M 0.01%
44,217
+7,981
962
$1.34M 0.01%
3,463
+985
963
$1.34M 0.01%
+55,022
964
$1.34M 0.01%
46,347
-4,356
965
$1.34M 0.01%
72,862
+8,503
966
$1.34M 0.01%
31,980
+16,840
967
$1.32M 0.01%
15,025
+1,562
968
$1.32M 0.01%
43,471
+2,355
969
$1.32M 0.01%
39,244
-6,680
970
$1.32M 0.01%
82,544
-10,943
971
$1.31M 0.01%
18,521
+3,073
972
$1.31M 0.01%
39,535
-883
973
$1.31M 0.01%
40,765
-19,834
974
$1.3M 0.01%
46,295
-694
975
$1.3M 0.01%
10,795
+2,761
37 38
39
40 41