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
401
$4.86M 0.04%
108,795
+19,646
402
$4.83M 0.04%
83,599
+9,902
403
$4.8M 0.04%
41,486
+3,460
404
$4.8M 0.04%
61,972
-33,183
405
$4.78M 0.04%
95,071
+12,924
406
$4.76M 0.04%
29,393
+2,057
407
$4.74M 0.04%
119,240
-6,753
408
$4.71M 0.04%
196,450
-3,136
409
$4.69M 0.04%
28,539
-28
410
$4.68M 0.04%
224,245
+17,177
411
$4.68M 0.04%
121,203
-18,418
412
$4.67M 0.04%
45,836
+2,457
413
$4.66M 0.04%
62,055
-11,409
414
$4.66M 0.04%
55,923
-6,169
415
$4.63M 0.04%
135,571
+18,746
416
$4.63M 0.04%
35,760
+683
417
$4.63M 0.04%
143,991
+14,182
418
$4.62M 0.04%
93,340
+24,112
419
$4.61M 0.04%
119,668
-805
420
$4.56M 0.04%
22,280
+5,791
421
$4.53M 0.04%
94,240
-5,945
422
$4.52M 0.04%
330,623
+201,015
423
$4.52M 0.04%
122,977
-1,370
424
$4.52M 0.04%
138,607
+38,540
425
$4.51M 0.04%
160,252
+52,105
15 16
17
18 19