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
201
$13.7M 0.1%
183,344
+29,759
202
$13.7M 0.1%
221,466
-39,639
203
$13.5M 0.1%
347,100
+666
204
$13.5M 0.1%
218,395
+60,223
205
$13.2M 0.1%
309,914
-59,376
206
$13.2M 0.1%
535,775
-85,667
207
$13.2M 0.1%
159,732
+2,810
208
$13.1M 0.1%
928,522
-197,374
209
$13.1M 0.1%
230,704
+7,900
210
$13M 0.1%
163,093
-5,053
211
$13M 0.1%
558,357
+17,860
212
$12.9M 0.1%
101,341
+40,440
213
$12.9M 0.1%
121,742
+14,762
214
$12.9M 0.1%
35,553
+1,086
215
$12.8M 0.1%
156,243
+22,926
216
$12.7M 0.1%
223,998
-86,655
217
$12.7M 0.1%
246,644
+144,325
218
$12.5M 0.09%
152,300
+5,262
219
$12.5M 0.09%
415,748
+59,254
220
$12.5M 0.09%
483,186
+115,956
221
$12.3M 0.09%
481,069
+75,213
222
$12.3M 0.09%
68,257
+5,806
223
$12.3M 0.09%
516,724
+96,525
224
$12.3M 0.09%
227,663
+39,281
225
$12.2M 0.09%
70,956
+25,541
7 8
9
10 11