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
1076
$1.1M 0.01%
58,265
+16,873
1077
$1.1M 0.01%
2,429
+246
1078
$1.09M 0.01%
14,139
+2,549
1079
$1.09M 0.01%
51,013
-16,446
1080
$1.09M 0.01%
16,989
+1,232
1081
$1.09M 0.01%
13,329
-1,417
1082
$1.09M 0.01%
96,453
-24,493
1083
$1.08M 0.01%
43,964
-2,234
1084
$1.08M 0.01%
5,730
-2
1085
$1.08M 0.01%
38,996
-6,453
1086
$1.07M 0.01%
14,604
-845
1087
$1.07M 0.01%
22,134
-1,072
1088
$1.07M 0.01%
14,256
-1,007
1089
$1.06M 0.01%
22,106
+366
1090
$1.06M 0.01%
20,367
+8,861
1091
$1.06M 0.01%
84,777
-37,656
1092
$1.06M 0.01%
58,956
+7,824
1093
$1.06M 0.01%
27,045
+7,914
1094
$1.06M 0.01%
10,746
-333
1095
$1.06M 0.01%
62,862
+14,768
1096
$1.05M 0.01%
35,787
-4,671
1097
$1.05M 0.01%
7,580
-106
1098
$1.05M 0.01%
195,367
+11,542
1099
$1.05M 0.01%
9,740
-265
1100
$1.04M 0.01%
9,531
+2,675
42 43
44
45 46