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
1351
$691K 0.01%
15,386
-4,508
1352
$691K 0.01%
2,701
-165
1353
$688K 0.01%
8,823
-6,070
1354
$686K 0.01%
8,175
-240
1355
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+4,039
1356
$685K 0.01%
19,308
+4,904
1357
$684K 0.01%
25,538
+10,882
1358
$683K 0.01%
32,051
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1359
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24,712
-33,780
1360
$681K 0.01%
525
1361
$680K 0.01%
40,835
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1362
$679K 0.01%
24,773
-13,534
1363
$676K 0.01%
12,914
+4,461
1364
$676K 0.01%
22,256
-2,765
1365
$676K 0.01%
82,170
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1366
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24,108
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1367
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102,420
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1368
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4,202
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24,738
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1370
$672K 0.01%
14,446
-45
1371
$672K 0.01%
69,080
+19,593
1372
$672K 0.01%
25,912
-1,221
1373
$671K 0.01%
22,103
-29
1374
$669K 0.01%
1,311
+107
1375
$668K 0.01%
23,992
-380
53 54
55
56 57