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
76
$35M 0.26%
190,849
+28,605
77
$34.2M 0.26%
306,874
+137,431
78
$33.8M 0.25%
724,484
+50,735
79
$33.4M 0.25%
233,541
+7,391
80
$32.8M 0.25%
444,852
+24,732
81
$32.7M 0.25%
718,900
+47,580
82
$32.4M 0.24%
1,190,520
-835,332
83
$32.2M 0.24%
634,114
-343,366
84
$32.1M 0.24%
88,048
+5,905
85
$31.8M 0.24%
240,687
-528
86
$31.8M 0.24%
356,524
+21,573
87
$30.9M 0.23%
160,461
+51,202
88
$28.8M 0.22%
215,646
-32,939
89
$28.6M 0.22%
97,015
+2,919
90
$28.4M 0.21%
190,202
+45,556
91
$28.3M 0.21%
65,060
+6,259
92
$28.3M 0.21%
360,079
-14,073
93
$28.1M 0.21%
461,607
-4,469
94
$27.7M 0.21%
1,506,213
-198,713
95
$27.5M 0.21%
192,583
+3,564
96
$27.2M 0.2%
125,928
+3,317
97
$26.9M 0.2%
157,658
+53,706
98
$26.8M 0.2%
324,798
+8,059
99
$26.8M 0.2%
833,858
+279,846
100
$26.8M 0.2%
266,302
+193,374
2 3
4
5 6