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
2001
$258K ﹤0.01%
9,355
-9,470
2002
$257K ﹤0.01%
+16,408
2003
$256K ﹤0.01%
2,188
+167
2004
$256K ﹤0.01%
+10,255
2005
$255K ﹤0.01%
3,908
-89
2006
$255K ﹤0.01%
14,773
+4,455
2007
$255K ﹤0.01%
19,514
+11
2008
$255K ﹤0.01%
10,725
-342
2009
$255K ﹤0.01%
74,228
+2,364
2010
$255K ﹤0.01%
5,413
-3,079
2011
$255K ﹤0.01%
110,324
-9,978
2012
$255K ﹤0.01%
+2,854
2013
$255K ﹤0.01%
31,609
-195
2014
$254K ﹤0.01%
23,854
+9,480
2015
$254K ﹤0.01%
+2,381
2016
$254K ﹤0.01%
+15,327
2017
$254K ﹤0.01%
+28,724
2018
$254K ﹤0.01%
+53,405
2019
$253K ﹤0.01%
+9,435
2020
$253K ﹤0.01%
+17,964
2021
$253K ﹤0.01%
+2,593
2022
$253K ﹤0.01%
5,808
-418
2023
$252K ﹤0.01%
21,816
-109
2024
$252K ﹤0.01%
16,830
-1,916
2025
$251K ﹤0.01%
6,888
-404
79 80
81
82 83