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
351
$5.66M 0.05%
42,230
+6,272
352
$5.6M 0.05%
139,615
+3,903
353
$5.55M 0.05%
46,060
-2,431
354
$5.53M 0.05%
22,509
-4,625
355
$5.5M 0.05%
100,688
+6,882
356
$5.49M 0.05%
114,222
+11,219
357
$5.47M 0.05%
160,027
+6,717
358
$5.43M 0.05%
83,490
+3,305
359
$5.41M 0.05%
63,668
+2,434
360
$5.37M 0.05%
89,015
+24,319
361
$5.34M 0.05%
77,677
-3,071
362
$5.33M 0.05%
95,694
+3,347
363
$5.33M 0.05%
77,396
+12,978
364
$5.32M 0.05%
118,101
-2,736
365
$5.3M 0.05%
59,523
-20,301
366
$5.3M 0.05%
147,016
+4,196
367
$5.3M 0.05%
77,557
+20,976
368
$5.29M 0.05%
167,568
-44,040
369
$5.25M 0.05%
158,387
+25,343
370
$5.22M 0.05%
105,922
-7,368
371
$5.21M 0.05%
531,987
-38,037
372
$5.2M 0.05%
98,371
+10,094
373
$5.2M 0.05%
91,746
+1,219
374
$5.18M 0.05%
82,727
+1,911
375
$5.18M 0.05%
27,400
-3,643
13 14
15
16 17