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
151
$18.6M 0.14%
537,068
-134,397
152
$18.3M 0.14%
144,273
-7,482
153
$18.2M 0.14%
1,055,148
-37,677
154
$18.2M 0.14%
618,588
+547,364
155
$18.1M 0.14%
146,404
+32,355
156
$18M 0.14%
217,044
+182,516
157
$18M 0.14%
90,078
+9,182
158
$18M 0.14%
604,408
-8,793
159
$17.9M 0.13%
315,240
+162,845
160
$17.8M 0.13%
356,884
+16,491
161
$17.8M 0.13%
324,135
+230,104
162
$17.8M 0.13%
314,650
+1,323
163
$17.6M 0.13%
322,544
+159,102
164
$17.6M 0.13%
319,804
+64,444
165
$17.5M 0.13%
227,948
-29,472
166
$17.5M 0.13%
522,023
+340,824
167
$17.3M 0.13%
313,625
+10,884
168
$17.3M 0.13%
164,758
-1,862
169
$16.9M 0.13%
125,257
+2,161
170
$16.9M 0.13%
209,479
+1,275
171
$16.8M 0.13%
381,048
+141,306
172
$16.8M 0.13%
324,089
+32,822
173
$16.8M 0.13%
366,256
+256,176
174
$16.7M 0.13%
351,703
-56,571
175
$16.7M 0.13%
426,496
+21,523
5 6
7
8 9