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
$10.9B
AUM Growth
+$433M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,433
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$21M
3
+$16.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.4M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$14.7M

Top Sells

1
+$38.6M
2
+$23M
3
+$17.9M
4
DD icon
DuPont de Nemours
DD
+$17.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Sector Composition

1 Technology 6.22%
2 Financials 5.01%
3 Healthcare 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.78M 0.09%
313,303
+302,065
227
$9.75M 0.09%
94,451
+3,880
228
$9.68M 0.09%
375,057
+173,764
229
$9.64M 0.09%
346,007
+205,377
230
$9.61M 0.09%
5,128
-132
231
$9.61M 0.09%
135,837
+6,471
232
$9.6M 0.09%
98,566
+9,390
233
$9.55M 0.09%
129,537
+39,957
234
$9.5M 0.09%
808,224
+56,568
235
$9.47M 0.09%
166,333
+112,408
236
$9.46M 0.09%
366,783
+64,185
237
$9.39M 0.09%
119,641
+6,857
238
$9.37M 0.09%
147,103
-35,684
239
$9.33M 0.09%
355,718
-11,039
240
$9.32M 0.09%
128,461
+5,043
241
$9.2M 0.08%
175,078
-26,327
242
$9.07M 0.08%
334,717
+31,286
243
$9.04M 0.08%
199,757
+3,475
244
$8.95M 0.08%
52,235
-4,343
245
$8.85M 0.08%
314,344
-810
246
$8.76M 0.08%
671,718
+21,246
247
$8.67M 0.08%
289,794
+132,234
248
$8.65M 0.08%
153,008
-7,852
249
$8.63M 0.08%
118,170
+47,706
250
$8.59M 0.08%
554,250
-3,156
8 9
10
11 12