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
251
$8.46M 0.08%
291,511
+115,459
252
$8.44M 0.08%
110,981
+12,544
253
$8.38M 0.08%
62,858
-2,321
254
$8.29M 0.08%
29,374
+4,258
255
$8.29M 0.08%
140,916
+37,749
256
$8.28M 0.08%
162,631
-61,597
257
$8.28M 0.08%
17,643
-821
258
$8.27M 0.08%
72,041
+896
259
$8.25M 0.08%
135,209
+377
260
$8.2M 0.08%
285,233
+167,273
261
$8.16M 0.07%
258,131
-85,972
262
$8.15M 0.07%
74,695
-7,784
263
$8.12M 0.07%
41,239
+4,609
264
$8.01M 0.07%
225,319
+87,479
265
$7.99M 0.07%
19,811
-1,681
266
$7.81M 0.07%
152,425
+30,403
267
$7.75M 0.07%
89,443
+6,270
268
$7.71M 0.07%
114,153
-22,517
269
$7.69M 0.07%
138,860
+1,030
270
$7.67M 0.07%
156,136
+7,270
271
$7.66M 0.07%
265,444
+9,574
272
$7.64M 0.07%
112,902
-6,410
273
$7.62M 0.07%
90,711
+4,244
274
$7.59M 0.07%
39,112
-3,927
275
$7.51M 0.07%
133,396
+21,502
9 10
11
12 13