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
626
$2.57M 0.02%
226,684
+13,626
627
$2.56M 0.02%
58,528
-739
628
$2.56M 0.02%
58,865
-4,349
629
$2.56M 0.02%
165,756
+13,179
630
$2.55M 0.02%
129,054
+15,873
631
$2.55M 0.02%
36,354
+5,204
632
$2.54M 0.02%
68,980
-5,006
633
$2.52M 0.02%
34,759
+5,811
634
$2.52M 0.02%
39,423
+5,970
635
$2.51M 0.02%
63,273
-3,624
636
$2.51M 0.02%
78,600
-5,271
637
$2.5M 0.02%
148,749
-14,216
638
$2.49M 0.02%
62,257
-6,544
639
$2.48M 0.02%
53,083
-25,192
640
$2.48M 0.02%
28,876
+4,143
641
$2.46M 0.02%
209,605
+18,072
642
$2.46M 0.02%
205,304
+157,512
643
$2.46M 0.02%
86,062
+17,240
644
$2.46M 0.02%
41,859
+1,292
645
$2.44M 0.02%
30,586
+545
646
$2.43M 0.02%
75,162
+15,107
647
$2.43M 0.02%
73,219
+11,840
648
$2.43M 0.02%
67,778
+36,015
649
$2.42M 0.02%
42,661
-2,464
650
$2.41M 0.02%
98,387
+9,254
24 25
26
27 28