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
101
$26.7M 0.2%
871,416
+687,155
102
$26.6M 0.2%
277,405
+140
103
$26M 0.2%
442,597
+25,973
104
$26M 0.2%
429,746
+43,264
105
$26M 0.2%
140,773
+9,883
106
$25.8M 0.19%
158,036
+86,314
107
$25.7M 0.19%
+1,991,449
108
$25.5M 0.19%
84,001
+10,642
109
$25.2M 0.19%
341,837
+105,863
110
$25M 0.19%
505,304
+12,381
111
$25M 0.19%
249,478
+66,647
112
$24.7M 0.19%
142,044
+19,260
113
$24.7M 0.19%
367,422
+11,014
114
$24.7M 0.19%
95,737
-9,806
115
$24.3M 0.18%
307,816
+141,382
116
$24.3M 0.18%
714,400
+238,885
117
$24.3M 0.18%
346,745
+245,276
118
$24M 0.18%
212,676
+14,870
119
$23.8M 0.18%
234,354
-75,302
120
$23.8M 0.18%
629,798
+112,309
121
$23.6M 0.18%
204,807
-5,498
122
$23.5M 0.18%
247,068
+56,243
123
$23.4M 0.18%
523,056
+27,128
124
$23.3M 0.18%
635,525
+328,647
125
$23.3M 0.18%
178,658
-12,692
3 4
5
6 7