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
526
$3.47M 0.03%
69,868
+4,705
527
$3.46M 0.03%
138,821
-1,574
528
$3.45M 0.03%
59,051
+7,251
529
$3.44M 0.03%
53,519
+9,494
530
$3.42M 0.03%
21,901
+347
531
$3.41M 0.03%
358,917
-25,499
532
$3.39M 0.03%
30,033
+39
533
$3.38M 0.03%
132,234
+3,854
534
$3.34M 0.03%
70,774
-25,488
535
$3.33M 0.03%
43,929
-338
536
$3.32M 0.03%
126,032
+12,681
537
$3.31M 0.03%
399,724
+17,358
538
$3.31M 0.03%
149,026
-80,762
539
$3.31M 0.03%
113,431
-2,390
540
$3.31M 0.03%
96,407
+23,080
541
$3.31M 0.03%
91,992
+39,144
542
$3.3M 0.03%
62,026
+7,429
543
$3.27M 0.03%
180,366
+2,163
544
$3.27M 0.03%
71,543
+20,395
545
$3.27M 0.03%
133,592
-6,612
546
$3.26M 0.03%
27,793
+2,780
547
$3.26M 0.03%
12,464
+4,050
548
$3.26M 0.03%
58,533
+1,003
549
$3.25M 0.03%
59,796
+39,160
550
$3.24M 0.03%
47,683
+6,098
20 21
22
23 24