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
451
$4.24M 0.04%
33,710
-30,077
452
$4.23M 0.04%
94,256
+11,575
453
$4.22M 0.04%
78,168
+32,297
454
$4.2M 0.04%
273,129
-7,711
455
$4.2M 0.04%
221,567
+11,063
456
$4.2M 0.04%
110,007
-13,964
457
$4.2M 0.04%
27,406
+858
458
$4.18M 0.04%
104,598
+10,877
459
$4.18M 0.04%
66,799
+3,860
460
$4.18M 0.04%
82,278
+4,323
461
$4.17M 0.04%
279,960
+28,875
462
$4.17M 0.04%
83,286
-10,173
463
$4.16M 0.04%
142,840
+43,983
464
$4.16M 0.04%
209,105
+13,373
465
$4.15M 0.04%
106,345
+22,820
466
$4.15M 0.04%
13,252
+1
467
$4.14M 0.04%
25,416
+2,452
468
$4.14M 0.04%
276,678
+31,480
469
$4.13M 0.04%
31,705
+117
470
$4.12M 0.04%
182,560
+16,591
471
$4.11M 0.04%
120,527
+85,834
472
$4.1M 0.04%
40,907
+1,343
473
$4.09M 0.04%
118,805
+32,961
474
$4.09M 0.04%
267,412
+78,661
475
$4.05M 0.04%
225,931
-14,622
17 18
19
20 21