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
651
$2.41M 0.02%
164,400
-23,750
652
$2.41M 0.02%
181,958
+5,523
653
$2.4M 0.02%
16,485
+2,433
654
$2.4M 0.02%
35,010
-4,861
655
$2.39M 0.02%
54,064
-6,221
656
$2.37M 0.02%
158,185
+2,415
657
$2.36M 0.02%
90,574
+10,528
658
$2.36M 0.02%
+102,330
659
$2.35M 0.02%
51,501
-2,814
660
$2.35M 0.02%
36,172
+1,452
661
$2.35M 0.02%
103,621
+14,260
662
$2.35M 0.02%
11,411
+224
663
$2.34M 0.02%
71,757
+18,450
664
$2.32M 0.02%
47,320
-2,672
665
$2.32M 0.02%
32,303
+16,096
666
$2.31M 0.02%
38,946
+6,698
667
$2.31M 0.02%
10,201
+3,352
668
$2.29M 0.02%
152,784
-70,434
669
$2.28M 0.02%
39,135
+3,443
670
$2.28M 0.02%
72,086
-3,338
671
$2.27M 0.02%
7,932
+467
672
$2.27M 0.02%
53,013
+2,706
673
$2.25M 0.02%
78,220
+23,422
674
$2.25M 0.02%
55,991
-10,345
675
$2.24M 0.02%
190,285
-1,523
25 26
27
28 29