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 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6.24M 0.06%
613,042
+29,259
327
$6.24M 0.06%
142,700
-84,045
328
$6.21M 0.06%
30,911
-1,226
329
$6.2M 0.06%
257,337
+24,691
330
$6.16M 0.06%
31,211
-153
331
$6.16M 0.06%
188,317
+8,414
332
$6.14M 0.06%
127,690
+24,844
333
$6.12M 0.06%
256,191
-6,274
334
$6.09M 0.06%
197,914
+131,618
335
$5.99M 0.06%
146,840
+10,880
336
$5.99M 0.06%
15,756
-5,387
337
$5.99M 0.06%
337,510
+18,240
338
$5.91M 0.05%
147,261
+20,335
339
$5.89M 0.05%
43,827
+2,179
340
$5.86M 0.05%
188,894
+63,819
341
$5.83M 0.05%
120,428
+1,530
342
$5.82M 0.05%
116,536
+14,561
343
$5.77M 0.05%
294,288
+1,517
344
$5.77M 0.05%
163,860
-15,324
345
$5.76M 0.05%
225,427
-142,575
346
$5.74M 0.05%
169,561
+36,222
347
$5.72M 0.05%
122,923
+4,771
348
$5.72M 0.05%
79,817
-7,669
349
$5.71M 0.05%
171,769
+2,503
350
$5.67M 0.05%
73,241
-23,969
12 13
14
15 16