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
426
$4.49M 0.04%
82,138
+1,012
427
$4.48M 0.04%
43,220
+950
428
$4.47M 0.04%
13,826
-2,140
429
$4.46M 0.04%
135,167
+58,720
430
$4.46M 0.04%
25,521
+2,874
431
$4.45M 0.04%
27,663
+3,323
432
$4.44M 0.04%
74,612
+974
433
$4.43M 0.04%
51,834
+3,203
434
$4.42M 0.04%
164,950
-18,460
435
$4.41M 0.04%
189,100
+3,910
436
$4.4M 0.04%
56,770
-7,138
437
$4.39M 0.04%
106,665
+4,013
438
$4.37M 0.04%
46,942
+27,277
439
$4.35M 0.04%
47,678
-41,698
440
$4.35M 0.04%
49,848
+6,871
441
$4.35M 0.04%
106,199
+98,957
442
$4.34M 0.04%
122,771
+24,868
443
$4.34M 0.04%
122,954
+1,872
444
$4.31M 0.04%
118,091
+4,600
445
$4.31M 0.04%
31,411
-259
446
$4.29M 0.04%
134,412
-3,608
447
$4.29M 0.04%
17,342
+1,016
448
$4.29M 0.04%
103,808
+616
449
$4.28M 0.04%
90,897
-5,740
450
$4.28M 0.04%
28,674
-785
16 17
18
19 20