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
976
$1.3M 0.01%
12,887
+60
977
$1.3M 0.01%
48,046
-3,306
978
$1.29M 0.01%
269,869
-19,705
979
$1.29M 0.01%
13,238
+1,415
980
$1.28M 0.01%
78,176
+719
981
$1.28M 0.01%
+35,458
982
$1.28M 0.01%
16,928
+4,688
983
$1.27M 0.01%
60,280
+22,510
984
$1.27M 0.01%
19,390
+51
985
$1.27M 0.01%
101,404
-5,583
986
$1.27M 0.01%
43,689
-14,418
987
$1.26M 0.01%
14,914
+1,900
988
$1.26M 0.01%
59,509
+269
989
$1.26M 0.01%
23,219
+6,378
990
$1.26M 0.01%
26,952
+1,329
991
$1.26M 0.01%
71,369
-14,958
992
$1.26M 0.01%
63,322
+31,818
993
$1.25M 0.01%
95,568
+5,056
994
$1.25M 0.01%
5,604
-655
995
$1.24M 0.01%
48,900
+3,354
996
$1.24M 0.01%
28,129
+9,226
997
$1.24M 0.01%
3,581
+639
998
$1.24M 0.01%
45,355
-5,131
999
$1.24M 0.01%
117,493
+4,597
1000
$1.23M 0.01%
17,714
-1,350
38 39
40
41 42