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
551
$3.22M 0.03%
228,690
+36,794
552
$3.2M 0.03%
31,912
+5,357
553
$3.19M 0.03%
40,768
-2,670
554
$3.19M 0.03%
102,654
+23,034
555
$3.17M 0.03%
22,539
-6,191
556
$3.17M 0.03%
156,420
+24,850
557
$3.17M 0.03%
110,268
+4,970
558
$3.15M 0.03%
51,150
-7,509
559
$3.15M 0.03%
123,978
+41,126
560
$3.09M 0.03%
50,188
-555
561
$3.06M 0.03%
175,578
+46,289
562
$3.05M 0.03%
96,116
-87,094
563
$3.04M 0.03%
32,891
-9,997
564
$3.04M 0.03%
56,260
-4,438
565
$3.03M 0.03%
+25,897
566
$3.02M 0.03%
91,895
+14,675
567
$3.02M 0.03%
105,144
-5,945
568
$3.01M 0.03%
25,798
-4,472
569
$2.99M 0.03%
54,569
+17,234
570
$2.98M 0.03%
35,412
+608
571
$2.98M 0.03%
44,661
+13,572
572
$2.98M 0.03%
18,483
+737
573
$2.98M 0.03%
89,946
-45,734
574
$2.97M 0.03%
61,150
-2,672
575
$2.96M 0.03%
120,024
+19,985
21 22
23
24 25