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 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.04M 0.04%
178,624
+6,121
477
$4.04M 0.04%
68,141
+19,407
478
$4.02M 0.04%
31,730
+139
479
$4M 0.04%
23,202
-832
480
$3.98M 0.04%
287,921
+4,475
481
$3.97M 0.04%
30,422
+2,945
482
$3.96M 0.04%
46,238
+5,300
483
$3.96M 0.04%
150,255
+10,151
484
$3.91M 0.04%
127,224
-582,978
485
$3.9M 0.04%
26,118
+219
486
$3.9M 0.04%
125,716
+1,569
487
$3.87M 0.04%
42,713
-2,174
488
$3.86M 0.04%
113,425
+93,971
489
$3.86M 0.04%
99,397
-7,723
490
$3.85M 0.04%
110,316
+497
491
$3.85M 0.04%
169,667
-20,539
492
$3.81M 0.04%
75,737
+7,170
493
$3.81M 0.04%
75,503
+40,629
494
$3.8M 0.03%
46,180
+1,235
495
$3.8M 0.03%
129,661
-3,666
496
$3.8M 0.03%
265,115
-48,724
497
$3.79M 0.03%
62,508
+33,918
498
$3.78M 0.03%
131,310
-80,270
499
$3.76M 0.03%
24,642
-2,949
500
$3.76M 0.03%
199,484
+4,540
18 19
20
21 22