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
126
$23.2M 0.17%
827,390
+39,737
127
$23M 0.17%
455,681
+52,533
128
$22.8M 0.17%
249,117
+7,259
129
$22.6M 0.17%
601,736
-36,583
130
$22.6M 0.17%
376,380
-38,513
131
$22.5M 0.17%
246,712
-12,010
132
$22.4M 0.17%
244,638
-310,479
133
$22.3M 0.17%
206,396
-47,510
134
$22.3M 0.17%
281,621
-10,992
135
$22.3M 0.17%
489,129
-23,516
136
$22.1M 0.17%
306,585
+30,210
137
$21.7M 0.16%
326,054
+13,442
138
$21.2M 0.16%
892,600
-79,745
139
$21.1M 0.16%
325,065
-7,986
140
$20.7M 0.16%
110,266
+4,867
141
$20.6M 0.15%
87,302
+1,812
142
$20M 0.15%
333,672
+20,772
143
$19.8M 0.15%
119,039
+115,018
144
$19.7M 0.15%
502,434
-4,944
145
$19.7M 0.15%
560,494
+370,733
146
$19.4M 0.15%
355,375
+85,096
147
$19.3M 0.15%
167,038
+29,784
148
$19.2M 0.14%
412,712
-5,458
149
$18.9M 0.14%
1,269,134
-22,754
150
$18.8M 0.14%
137,322
+82,779
4 5
6
7 8