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
1051
$1.13M 0.01%
18,213
-1,216
1052
$1.13M 0.01%
117,968
+11,345
1053
$1.13M 0.01%
110,922
+30,456
1054
$1.13M 0.01%
+16,742
1055
$1.12M 0.01%
23,949
-1,674
1056
$1.12M 0.01%
4,951
-469
1057
$1.12M 0.01%
21,987
+2,264
1058
$1.12M 0.01%
72,130
+2,992
1059
$1.12M 0.01%
18,592
-42
1060
$1.12M 0.01%
15,413
+45
1061
$1.12M 0.01%
9,964
-806
1062
$1.12M 0.01%
82,909
+15,414
1063
$1.11M 0.01%
41,140
+12,042
1064
$1.11M 0.01%
14,000
+120
1065
$1.11M 0.01%
7,412
-154
1066
$1.11M 0.01%
44,464
-19,670
1067
$1.11M 0.01%
3,568
+19
1068
$1.11M 0.01%
36,407
-1,503
1069
$1.11M 0.01%
6,146
+1,116
1070
$1.11M 0.01%
25,284
+5
1071
$1.11M 0.01%
8,800
-221
1072
$1.1M 0.01%
23,273
+3,204
1073
$1.1M 0.01%
4,023
-203
1074
$1.1M 0.01%
10,398
-856
1075
$1.1M 0.01%
59,064
-1,545
41 42
43
44 45