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
576
$2.96M 0.03%
118,357
-17,248
577
$2.96M 0.03%
29,310
+338
578
$2.95M 0.03%
80,828
+39,420
579
$2.95M 0.03%
55,205
-9,392
580
$2.94M 0.03%
25,949
+1,558
581
$2.93M 0.03%
16,990
+503
582
$2.91M 0.03%
97,080
+19,210
583
$2.91M 0.03%
145,870
+33,905
584
$2.91M 0.03%
55,090
+3,123
585
$2.89M 0.03%
32,157
+25,546
586
$2.87M 0.03%
68,532
+20,736
587
$2.87M 0.03%
10,454
+2,380
588
$2.87M 0.03%
152,520
-17,420
589
$2.86M 0.03%
75,593
-1,357
590
$2.85M 0.03%
45,362
+9,299
591
$2.85M 0.03%
21,089
-470
592
$2.84M 0.03%
35,301
+7,728
593
$2.83M 0.03%
90,160
-12,094
594
$2.83M 0.03%
164,058
+14,611
595
$2.78M 0.03%
286,324
+13,908
596
$2.78M 0.03%
12,073,080
597
$2.77M 0.03%
25,226
+720
598
$2.74M 0.03%
85,798
+3,734
599
$2.74M 0.03%
16,358
-4,201
600
$2.73M 0.03%
59,146
-42,754
22 23
24
25 26