Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$480M 3.61%
1,692,084
+326,692
2
$447M 3.36%
4,900,808
+106,336
3
$274M 2.06%
5,569,367
+341,941
4
$258M 1.94%
1,873,500
+164,660
5
$243M 1.83%
982,204
+231,612
6
$218M 1.64%
705,435
-7,844
7
$203M 1.53%
999,697
+80,946
8
$201M 1.51%
1,283,393
+126,982
9
$183M 1.38%
2,075,467
+140,151
10
$155M 1.17%
2,691,347
-209,809
11
$153M 1.15%
495,613
+93,175
12
$134M 1.01%
1,611,332
+66,132
13
$129M 0.97%
2,126,760
-11,370
14
$116M 0.87%
986,399
+109,252
15
$96.5M 0.73%
816,449
+246,696
16
$91M 0.68%
509,560
+44,010
17
$86.7M 0.65%
518,154
+160,205
18
$78.4M 0.59%
387,727
+93,506
19
$78.1M 0.59%
2,575,704
-90,177
20
$77.8M 0.59%
765,041
+437,270
21
$75.7M 0.57%
392,096
+19,549
22
$74.8M 0.56%
1,442,052
+340,128
23
$74.4M 0.56%
628,342
+23,333
24
$74.1M 0.56%
451,930
+247,934
25
$70.9M 0.53%
592,700
+60,909
1
2 3 4 5