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
1126
$985K 0.01%
2,031
+1,661
1127
$984K 0.01%
26,703
+4,468
1128
$983K 0.01%
6,581
+64
1129
$980K 0.01%
+49,693
1130
$979K 0.01%
2,966
-319
1131
$977K 0.01%
26,865
-13,954
1132
$975K 0.01%
37,932
-21,508
1133
$974K 0.01%
40,412
-3,262
1134
$973K 0.01%
13,678
+1,374
1135
$969K 0.01%
40,174
+22,788
1136
$966K 0.01%
39,099
-126,869
1137
$966K 0.01%
+11,350
1138
$963K 0.01%
27,300
-2,345
1139
$963K 0.01%
5,418
-271
1140
$963K 0.01%
14,826
+5,356
1141
$959K 0.01%
36,771
+5,892
1142
$958K 0.01%
49,803
-15,847
1143
$952K 0.01%
23,424
+15,456
1144
$951K 0.01%
89,334
+1,524
1145
$948K 0.01%
21,709
+681
1146
$948K 0.01%
14,919
+493
1147
$946K 0.01%
37,527
+13,926
1148
$945K 0.01%
34,258
-1,383
1149
$943K 0.01%
8,530
+1,434
1150
$942K 0.01%
49,281
+2,728
44 45
46
47 48