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
501
$3.75M 0.03%
71,402
-844
502
$3.74M 0.03%
202,345
+28,456
503
$3.74M 0.03%
38,632
+16,387
504
$3.71M 0.03%
67,229
+8,904
505
$3.7M 0.03%
63,324
+8,044
506
$3.7M 0.03%
262,718
+1,892
507
$3.69M 0.03%
31,302
+2,105
508
$3.67M 0.03%
119,535
+11,318
509
$3.66M 0.03%
36,466
-12,821
510
$3.66M 0.03%
113,336
-4,811
511
$3.65M 0.03%
105,122
+20,308
512
$3.63M 0.03%
136,312
+15,608
513
$3.63M 0.03%
41,365
+346
514
$3.61M 0.03%
92,589
+5,750
515
$3.6M 0.03%
143,005
+1,710
516
$3.6M 0.03%
101,120
-45
517
$3.59M 0.03%
87,583
+4,457
518
$3.59M 0.03%
+71,336
519
$3.58M 0.03%
19,953
+2,275
520
$3.56M 0.03%
90,046
+36,363
521
$3.55M 0.03%
64,385
+15,424
522
$3.53M 0.03%
166,510
+12,499
523
$3.5M 0.03%
53,302
+1,697
524
$3.49M 0.03%
70,684
-41,172
525
$3.48M 0.03%
138,055
-20,779
19 20
21
22 23