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
601
$2.73M 0.03%
34,314
+2,792
602
$2.71M 0.02%
22,055
+386
603
$2.7M 0.02%
18,937
-440
604
$2.69M 0.02%
52,135
+41,253
605
$2.68M 0.02%
69,387
+7,527
606
$2.66M 0.02%
69,254
+19,321
607
$2.66M 0.02%
72,169
-5,064
608
$2.66M 0.02%
19,476
+4,467
609
$2.65M 0.02%
65,658
+37,643
610
$2.65M 0.02%
125,035
+49,860
611
$2.64M 0.02%
18,792
+9,183
612
$2.63M 0.02%
22,697
+3,952
613
$2.63M 0.02%
160,837
+11,999
614
$2.63M 0.02%
63,602
-1,525
615
$2.62M 0.02%
46,933
+1,135
616
$2.62M 0.02%
24,278
+8,013
617
$2.61M 0.02%
30,642
-474
618
$2.59M 0.02%
17,933
-1,912
619
$2.59M 0.02%
51,489
-8,418
620
$2.59M 0.02%
41,777
+744
621
$2.58M 0.02%
103,634
-4,553
622
$2.58M 0.02%
88,318
-8,260
623
$2.58M 0.02%
39,032
+16,285
624
$2.57M 0.02%
139,763
-4,781
625
$2.57M 0.02%
7,175
-560
23 24
25
26 27