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
176
$16.7M 0.13%
115,281
+208
177
$16.7M 0.13%
972,328
+357,206
178
$16.5M 0.12%
588,416
-53,036
179
$16.5M 0.12%
100,442
+3,153
180
$16.5M 0.12%
202,967
-5,992
181
$16.3M 0.12%
529,799
+114,658
182
$16.2M 0.12%
365,913
+7,883
183
$16.1M 0.12%
227,709
+65,345
184
$16.1M 0.12%
175,217
+5,303
185
$15.6M 0.12%
163,890
+3,720
186
$15.3M 0.12%
392,050
+18,700
187
$15.1M 0.11%
335,169
-60,468
188
$14.8M 0.11%
133,282
+33,577
189
$14.8M 0.11%
299,816
-7,138
190
$14.8M 0.11%
182,441
+6,053
191
$14.8M 0.11%
415,205
+106,435
192
$14.7M 0.11%
137,810
-12,009
193
$14.7M 0.11%
835,224
-63,855
194
$14.4M 0.11%
172,452
+16,910
195
$14.4M 0.11%
360,511
+25,010
196
$14.4M 0.11%
187,739
+13,870
197
$14.3M 0.11%
248,890
+11,427
198
$14.3M 0.11%
841,036
+323,308
199
$13.9M 0.1%
152,212
+42,658
200
$13.8M 0.1%
261,846
+77,182
6 7
8
9 10