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
1026
$1.18M 0.01%
23,751
-3,943
1027
$1.18M 0.01%
94,038
+1,837
1028
$1.17M 0.01%
21,096
-29,010
1029
$1.17M 0.01%
10,592
-292
1030
$1.17M 0.01%
+578
1031
$1.17M 0.01%
68,307
1032
$1.17M 0.01%
16,974
-3,505
1033
$1.16M 0.01%
30,265
-1,778
1034
$1.16M 0.01%
60,374
-8,372
1035
$1.16M 0.01%
9,654
-996
1036
$1.16M 0.01%
89,448
+26,528
1037
$1.16M 0.01%
17,869
-2,623
1038
$1.16M 0.01%
61,109
-886
1039
$1.16M 0.01%
10,140
-366
1040
$1.16M 0.01%
11,098
+2,576
1041
$1.15M 0.01%
30,153
+14,469
1042
$1.15M 0.01%
+21,301
1043
$1.15M 0.01%
12,410
+1,316
1044
$1.15M 0.01%
75,458
+6,400
1045
$1.14M 0.01%
14,187
+716
1046
$1.14M 0.01%
22,497
-9,264
1047
$1.14M 0.01%
22,954
-103,476
1048
$1.14M 0.01%
40,175
-262
1049
$1.14M 0.01%
7,582
-185
1050
$1.14M 0.01%
29,257
-980
40 41
42
43 44