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
301
$6.76M 0.06%
128,970
+2,906
302
$6.75M 0.06%
82,850
-3,061
303
$6.7M 0.06%
95,666
-1,761
304
$6.69M 0.06%
96,894
-17,550
305
$6.67M 0.06%
28,018
+1,418
306
$6.66M 0.06%
320,272
+10,142
307
$6.64M 0.06%
57,669
+54,426
308
$6.6M 0.06%
134,866
-14,624
309
$6.59M 0.06%
61,292
+24,187
310
$6.58M 0.06%
60,435
+4,809
311
$6.58M 0.06%
243,540
-92,347
312
$6.56M 0.06%
119,740
+10,246
313
$6.56M 0.06%
250,414
-123,836
314
$6.55M 0.06%
213,858
+7,006
315
$6.54M 0.06%
31,995
+890
316
$6.48M 0.06%
44,016
+1,566
317
$6.47M 0.06%
180,287
+102,333
318
$6.46M 0.06%
97,721
-2,219
319
$6.43M 0.06%
34,829
+734
320
$6.41M 0.06%
253,486
-40,314
321
$6.41M 0.06%
235,317
+167,254
322
$6.39M 0.06%
178,688
+52,217
323
$6.36M 0.06%
31,905
-496
324
$6.36M 0.06%
38,461
+2,226
325
$6.35M 0.06%
167,582
+675
11 12
13
14 15