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
26
$58.2M 0.54%
1,102,573
-172,880
27
$57.7M 0.53%
737,709
+30,724
28
$57.6M 0.53%
1,143,066
-109,020
29
$56.8M 0.52%
407,595
+16,565
30
$54.6M 0.5%
498,084
+17,377
31
$54.5M 0.5%
1,216,040
-152,016
32
$51.8M 0.48%
598,332
-39,934
33
$50.3M 0.46%
656,242
+30,341
34
$49.2M 0.45%
506,554
-30,058
35
$48.3M 0.44%
295,681
+23,016
36
$48M 0.44%
343,819
+22,778
37
$47.2M 0.43%
540,314
+103,792
38
$47.1M 0.43%
354,611
+116,032
39
$45.5M 0.42%
796,115
+34,004
40
$45.4M 0.42%
235,318
+4,901
41
$45.3M 0.42%
170,500
-56,889
42
$43.2M 0.4%
1,421,483
+535,093
43
$43.1M 0.4%
1,049,215
+64,299
44
$40.3M 0.37%
660,613
+446,363
45
$40M 0.37%
599,758
+22,219
46
$39.5M 0.36%
643,030
+59,078
47
$39.2M 0.36%
249,170
-58,970
48
$38.6M 0.35%
248,375
-12,553
49
$38.4M 0.35%
748,082
+188,384
50
$38.2M 0.35%
375,112
+89,772
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