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
276
$7.5M 0.07%
159,940
+129,143
277
$7.44M 0.07%
139,218
+3,961
278
$7.39M 0.07%
146,802
+129,967
279
$7.37M 0.07%
91,271
-17,543
280
$7.3M 0.07%
154,980
+17,206
281
$7.27M 0.07%
161,614
-89,009
282
$7.25M 0.07%
115,502
+60,050
283
$7.24M 0.07%
71,526
+3,828
284
$7.24M 0.07%
43,698
-341
285
$7.19M 0.07%
24,497
+1,461
286
$7.08M 0.07%
76,835
+5,396
287
$7.07M 0.06%
179,993
-19,953
288
$7.06M 0.06%
74,586
+66,148
289
$7.04M 0.06%
77,279
-3,286
290
$7.03M 0.06%
67,674
-10,120
291
$7.01M 0.06%
130,110
+7,847
292
$7M 0.06%
550,710
+28,251
293
$6.92M 0.06%
83,096
+6,527
294
$6.91M 0.06%
41,448
+1,914
295
$6.89M 0.06%
226,858
+1,689
296
$6.87M 0.06%
219,712
-5,406
297
$6.85M 0.06%
145,501
+104,404
298
$6.82M 0.06%
67,090
+3,592
299
$6.77M 0.06%
564,551
+109,874
300
$6.76M 0.06%
193,609
+30,705
10 11
12
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